TSMC’s 40nm problems still plagued AMD
Although TSMC 40nm yield issues seems to have become the technology of the past, together TSMC claims to have enough to meet the mass production of advanced chip demand, but at least it seems to AMD, all is not perfect enough. AMD Senior Vice President and graphics department General Manager Matt Skynner said in media interviews: “(third quarter) our Radeon HD series 5,700 and 5,800 series demand was very good, (but) we can’t all meet. …… Third quarter of this year we are unable to meet the customer all needs of Radeon HD 5,700 and 5,800 series series, the overall situation is improving. ”
Last quarter, TSMC 40nm process related revenues of us $ 623.25 million, per cent from 13.6%, 17% per cent of revenue, but only a 1% increase in the second quarter. Rolled out as mainstream and low-end NVIDIA DX11 graphics card, AMD next-generation products successive debut, TSMC 40nm process production line will inevitably face greater productivity and yield stress.
Matt Skynner also expects there will be conditions of a supply shortage in the fourth quarter, but the crime is not TSMC. He said: “we have just released a new product (Radeon HD series 6,800). Each new product release, with the start of production, the market demand will exceed supply. I think this is not a question of 40nm process productivity, but rather a normal phenomenon when I first went into production. Our new product may be a supply shortage, but don’t blame the production capacity. ”
Details of the video card in the third quarter of the way, take a look at Mercury Research and statistics, where the table is a video card, one can see the overall share of AMD’s leading NVIDIA 0.7%, and win on the laptop alone, but desktop independence a huge difference.
Table II integrated video, obviously Intel still unstoppable momentum, AMD, NVIDIA-disaggregated two or three digits, but also a Mobile AMD-dominated, NVIDIA desktop market better.
Text/power house