AMD’s next-gen CPUs, GPUs will all be built on TSMC’s 7nm process
In a big change of alignments, AMD has announced that its next generation of CPUs and GPUs will be manufactured by TSMC, not GlobalFoundries.
GlobalFoundries was spun off from AMD in 2009. The once-integrated chip company split into two parts: GlobalFoundries took all the manufacturing facilities, leaving AMD as a fabless chip company. This gave AMD a big infusion of cash at a time it needed it, and it allowed GlobalFoundries to build chips for a wide range of customers. This close relationship has positioned GloFo as AMD’s preferred manufacturer, though TSMC and Samsung have offered alternative facilities. AMD’s current Ryzen, Threadripper, and Epyc chips are all built by GloFo on its 14nm and 12nm processes. AMD uses TSMC for GPUs and the custom chips for Sony’s and Microsoft’s consoles.
But GlobalFoundries has ceased its development of its next-generation 7nm process. Instead, the company will continue to develop its 14nm and 12nm processes and will focus on tuning them for radios, memory, and low power, making them a better fit for new high-growth markets such as highly integrated systems-on-chips and new 5G cellular components. That direction, however, comes at the expense of traditional high-performance processors.