According to a recent report, Advanced Micro Devices (AMD) CEO Lisa Su is planning to visit Taiwan soon to negotiate the company’s chip production plans with foundry giant Taiwan Semiconductor Manufacturing Company (TSMC). If the negotiations are successful, it would mean that AMD would have secured access to the world’s most advanced node for at least some of its future products.
While the current state of affairs in the semiconductor industry is such that only a handful of companies have access to the cutting-edge 2nm and 3nm nodes, AMD has been eyeing these processes for some time now. The company had earlier said that it looked at these nodes for its “next generation of high-performance products.” However, it looks like the company is finally ready to take the plunge and is looking to secure supplies of these cutting-edge chips from TSMC.
If the negotiations are successful, it would mean that AMD could produce chips on the 2nm and 3nm nodes at least a year ahead of its rivals. This would give AMD a significant advantage in terms of performance and power efficiency. And considering that the company is already ahead of Intel in terms of both these metrics, it would cement its position as the leading CPU manufacturer in the world.
Conclusion:
It remains to be seen how successful AMD’s negotiations with TSMC will be. However, it would be a major coup if the company could secure supplies of 2nm and 3nm chips from TSMC. It would not only allow AMD to produce significantly more powerful and efficient chips than its rivals, but it would also allow the company further to consolidate its position as the leading CPU manufacturer worldwide.
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