https://www.pcgamesn.com/amd/ryzen-cpu-tsmc-7nm-capacity
其实没有这么复杂
“We’re getting a great partnership with TSMC,” Papermaster says, “as well
as great supply. We did have some shortfalls on chips when we first launched
our highest performing Ryzens, and that was simply demand outstripping what
we had expected and what we had planned for. That wasn’t a TSMC issue at all.
”
"我没有想到我们的芯片会卖这么好，所以当初没有订这么多，这跟台积电无关"
事实上最近AMD就没什么缺货的消息了
另外还有一个好消息是苹果下半年会转进5奈米制程
空出来的7奈米产能AMD会吃掉大部分
TSMC's 7nm production capacity is fully booked. Relief may only come when
Apple migrates to 5nm in 2H'2020. TSMC's 7nm capacity will increase to
140,000 wpm in 2H'2020. By order proportion, the ranking of customers using
7nm will be re-shuffled. AMD's orders are set to double, replacing Apple as
the largest customer [for 7nm]. Huawei's HiSilicon and Qualcomm are similar
by order proportion.
2020 下半年台积的7奈米产能会增加到140000 wpm，AMD的订单会加倍，取代
苹果成为台积的最大客户
TSMC's 7nm production capacity continues to rise. The industry expects
monthly capacity to reach 110,000 wafers in 1H'2020. The top 5 customers by
order proportion are: Apple, HiSilicon, Qualcomm, AMD, and Mediatek. Except
for Mediatek, order share is split at roughly 20% each, depending on
seasonality. Mediatek's share is around 13%.
随着台积电产能的增加，上半年7奈米产能会来到110000 wafers。
五大客户为：苹果、海思、高通、AMD、联发科，除了联发科占了13%，其它
四家各占了20%左右
However, with 7nm capacity rising to 140,000 wpm in 2H'2020, and the largest
customer Apple migrating to 5nm with the A14 processor, customer ranking by
7nm orders will be re-shuffled. In one fell swoop, AMD booked capacity for
30,000 wafers, accounting for 21% of total capacity. HiSilicon and Qualcomm's
orders are similar, at 17-18%. Mediatek's share also rose to 14%.
然后随着下半年7奈米产能增加到140000 wpm，苹果移到5奈米制程，7奈米客户订单
会重新洗牌，AMD已经订了30000 wafers的订单，占21%. 海思和高通各占17-18%
联发科会提升到14%
At present, Samsung's 7nm production capacity is roughly 150,000 wpm. It is
also actively increasing 7nm capacity. According to industry rumors, Samsung
plans to quadruple capacity in 2020. Nvidia and Qualcomm's next-generation
products may be produced using Samsung's 7nm EUV process, but details remain
to be seen.
目前三星的7奈米产能为150000 wpm，而且不断地再增加中。2020年三星计画把它的
产能扩增4倍。辉达和高通会用三星的制程
比较讶异的是三星7奈米的产能比台积电还多，而且它还要再扩增4倍
台积电最后订单会不会被抢啊？
※ 引述《RBTMLhiy (科心人)》之铭言：
: 美芯片厂爆惨况！台积电竟中枪？
: 00:032020/01/03 中时电子报 吴美观
: 1.原文连结：
: https://tinyurl.com/tomztlv
: 2.原文内容：
: 超微（AMD）去年11月下旬发表桌上型处理器Ryzen 9 3950X，才上市1个多月就陷入缺
货
: 潮，外界好奇究竟是产品供不应求？还是供应链产能吃紧？超微澄清，不是代工厂台积
电
: 产能问题，而是市场需求爆棚超乎预期，来不及因应。
: Ryzen 9 3950X为有史以来最强大的16核心桌上型处理器，满足狂热级游戏玩家需求，
其
: 效能不仅比前一代处理器提升22%，在1080p游戏与内容创作的速度也都超越对手，享受
比
: 对手高达2倍的能源效率比，由于采用“Zen 2”架构打造，TDP仅105瓦，带来出色的功
耗
: 比表现。
: Ryzen 9 3950X自11月底推出以来，热卖到严重缺货，在大陆更有不少经销商或黄牛加
价
: 出售，引发玩家不满。事实上，超微高阶处理器过去也曾发生买不到的情况，若玩家不
急
: 的话，建议不妨再等等，别让荷包过度失血。
: 至于3950X为何造成这波缺货潮？快科技报导，超微技术长（CTO）Mark Papermaster表
示
: ，代工厂台积电7奈米产能没问题，双方在7奈米的合作上相当紧密，这番话似乎打脸
之
: 前传闻，指台积电7奈米产能不给超微而优先给苹果、华为的情事。
: 他指出，超微首次推出高性能Ryzen处理器，市场需求火热，超乎他们预期，碓实是有
些
: 准备不足。
: (中时电子报)
: 3.心得/评论：
: 这明明是利多消息，为什么标题要写得这么负面？
: 五楼看了这篇明天就去做空。