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Cake day: October 26th, 2023

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  • I doubt this. They just might drop TSMC for them and go with Samsung. TSMC is way too expensive for big dies given the reluctance people have to pay similar prices to Nvidia for similar performance from AMD. At the end of the day, AMD doesn’t have a significant edge from a cost perspective. Chiplet benefits are cool, but AMD needs an interposer so the cost advantage might not be as impressive and the 6nm dies might not be as cheap given that they’re still manufactured on TSMC.

    So TLDR: I think they might shift their focused for the higher end market, but I doubt they will entirely abandon it. They might just take a break from it.