- Mar 3, 2017
I can't help but wonder if there is some truth to this report from RGT. Although I don't really like this kind of reporting, Paul has been right many times so I am willing to consider this could be a possibility.
There are no events listed in AMD's IR calendar, total silence til mid of the year. So we wont be finding out any time soon.
I agree on the reasoning as well, Zen 4 on 5nm would use the new Fab 18 which does not share anything with other fabs using N6/N7. N6 and N7 share equipment so I guess capcaity remains an issue if they use N6.