Following Intel’s request for wafers from TSMC, AMD wants to strengthen its presence and ensure that it has more wafers to bring its products to life, according to the latest industry reports, AMD has placed two additional orders. $ 7 million and $ 5 million to double the number of wafers you receive on a monthly basis.
In 2019, the company had already dramatically increased the wafer order from TSMC reaching between 2,000 – 3,000 wafers per month. This year, the number of wafers increased again between the 7,500 – 8,000 wafers per month, and now we know that for the next year it has reserved 16,000 wafers per month to guarantee to have silicon to spare to give life to its CPUs, APUs, GPUs, and Semi-custom chips, the company is expected to surpass Apple as the main contributor to TSMC’s revenue.
The supply chain also revealed that AMD’s Ryzen series processors, Radeon graphics, and EPYC server and data center processors and other major products sell better than expected. Along with delays in Intel’s advanced manufacturing processes, it has given AMD access to some 200,000 7nm and 5nm wafers for next year (2021) to meet even higher demand.
This only confirms that AMD is having supply problems, and that is that last night we announced that XMG warned that there were problems with the AMD Ryzen 4000H CPUs due to excess demand from the main manufacturers of portable equipment.