It seems that not even a giant like TSMC can cross some water when others are already drowning. Usually, the problem they are facing is called a "death of success" and no stratospheric accounts like the one presented by Intel, or even more praise by TSMC will create both weather storms without any loss of traffic.
TSMC shortages do not leave the 2020 easy for AMD
If Intel looks like a bad joke, TSMC won't be far from this blue giant. The demand is such a force, that no company can provide it and the money goes out the door without taking any witnesses.
When Lisa Su was asked about the situation and how her company leading her in 2020 would be affected, she was very honest about what often happens when faced with problems. Su said that as the year 2020 progresses, there will be more growth for them 7 nm.
The expectation is backed by the money they gave in the past two days, so that's about saying Short supply is low and of course, it is very important that they plan with their clients for the entire issue, where they already work.
So much so, that according to AMD's internal road map, there will be some predictions of EPYC server production in the face of the growing demand they receive, but it is far from clear that this is possible.
AMD Ryzen 3000, Renoir 4000 and RDNA are at risk
Lisa Su will try to prioritize all the products they have on the market and gain goodwill on the average user count, but we also have to remember that this year 2020 said the road map had an initial goal RDNA2 and Zen 3.
So, doubts are coming from the industry, partners and AIB, so many products of shortage of wafers may not be available until next year? Let's not forget that the new consoles will come in again at the end of the year when it is estimated that millions of chips will be sold in the first few days, so it is entirely possible that these consoles will face the same fate in RDNA2 and Zen3.
Other rumors are starting to take shape and say the two new sectors may be delayed in expanding the stock as they come out and keep them in line with what has been introduced by NVIDIA (Ampere) and Intel (Ice Lake-S).
In addition, that should be said TSMC and made for similar giants Huawei or Apple, where 5G will take over without a doubt this year and sales of smartphones and devices with similar technology are expected to explode.
Too many companies can handle it and, instead, fewer firms in the production of such demand, Will the TSMC / AMD binomial end up like Intel?
