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[Bojji]

White Red Devil planned

https://videocardz.com/newz/powercolor-preparing-radeon-rx-7650-gre-reaper-spectral-white-edition-white-rx-9070-xt-red-devil-also-planned

Should be called White Devil

 

[Unknown Soldier]

Wafers at TSMC are bought several months in advance. And the same for all other companies.
The amount of left over wafers that a company can buy on short notice is very small.

This has nothing to do with the point I was making

 

[winjer]

This has nothing to do with the point I was making

You probably think that buying wafers at TSMC is like an auction house. It's not.

 

[Unknown Soldier]

You probably think that buying wafers at TSMC is like an auction house. It's not.

You probably think that TSMC sells wafers to buyers who have less money to pay out of charity. They don't

Apple, Qualcomm, Nvidia get what they want first. In Apple's case, they can buy out the entire year's production of a specific node if they feel like it and they have in the past. Companies like AMD and Intel only get capacity after the big boys have made their reservations

 

[winjer]

You probably think that TSMC sells wafers to buyers who have less money to pay out of charity. They don't

Apple, Qualcomm, Nvidia get what they want first. In Apple's case, they can buy out the entire year's production of a specific node if they feel like it and they have in the past. Companies like AMD and Intel only get capacity after the big boys have made their reservations

That is incorrect. And it's easy to verify that AMD has had plenty of wafers before and after the mining and covid craze.
The company that really gets first pick of TSMC process node is usually Apple. Because they fork out a lot of money to invest in them.
And that partnership has been going on for nearly a decade.

The reality is that TSMC has standardize prices, and a tiered discount system, based on amount ordered.
And unless, a company has a dumbass of a CEO that insults Taiwan and loses it's 40% discount rate, all companies are treated in a similar fashion.

Besides, during the 2020 era, nvidia wasn't even making their GPUs at TSMC. It was at Samsung.

 

[Unknown Soldier]

That is incorrect. And it's easy to verify that AMD has had plenty of wafers before and after the mining and covid craze.
The company that really gets first pick of TSMC process node is usually Apple. Because they fork out a lot of money to invest in them.
And that partnership has been going on for nearly a decade.

The reality is that TSMC has standardize prices, and a tiered discount system, based on amount ordered.
And unless, a company has a dumbass of a CEO that insults Taiwan and loses it's 40% discount rate, all companies are treated in a similar fashion.

Besides, during the 2020 era, nvidia wasn't even making their GPUs at TSMC. It was at Samsung.

You literally just admitted what I said. They give discounts the more you order. Who has the ability to order more? That's right, the companies who have more money and can pay for it. Apple gets first dibs, because yes they can order the largest volume and they always order the most every year. That's how it works

Qualcomm also orders a huge volume, followed by Nvidia and Mediatek. Both AMD and Intel are comparatively tiny fish, only having a small volume to fulfill and therefore they go last. There is a pecking order whether you pretend there isn't or not

Nvidia actually got offered a great price to have Ampere made on Samsung but like everyone else who tried Samsung (Qualcomm did too) they found Samsung simply couldn't produce a competitive product and both Nvidia and Qualcomm went back to TSMC

Samsung Semiconductor is eating serious shit right now, they have been completely unable to produce Samsung's in-house Exynos SoC on their own inferior nodes and Samsung has been forced to keep using Qualcomm instead of their own product for their phones. It's so bad that apparently Samsung is even having to rely on Micron for the DRAM modules in the Galaxy S25 series instead of using Samsung's own DRAM modules. It's really, really bad for Samsung Semiconductor these days

 

[winjer]

You literally just admitted what I said. They give discounts the more you order. Who has the ability to order more? That's right, the companies who have more money and can pay for it. Apple gets first dibs, because yes they can order the largest volume and they always order the most every year. That's how it works

Qualcomm also orders a huge volume, followed by Nvidia and Mediatek. Both AMD and Intel are comparatively tiny fish, only having a small volume to fulfill and therefore they go last. There is a pecking order whether you pretend there isn't or not

Nvidia actually got offered a great price to have Ampere made on Samsung but like everyone else who tried Samsung (Qualcomm did too) they found Samsung simply couldn't produce a competitive product and both Nvidia and Qualcomm went back to TSMC

AMD is one of the biggest clients for TSMC wafers. Not far behind the likes of Nvidia.

As of 2024, TSMC's largest clients by revenue contribution are:

1. Apple: Approximately 25.2% of TSMC's annual revenue.
2. NVIDIA: Around 10.1% of TSMC's annual revenue.
3. MediaTek: Contributing about 9.5% of TSMC's annual revenue.
4. AMD: Accounting for approximately 8.5% of TSMC's annual revenue.
5. Qualcomm: Representing around 7.5% of TSMC's annual revenue.
6. Broadcom: Contributing about 6.5% of TSMC's annual revenue.
7. Sony: Accounting for approximately 5.5% of TSMC's annual revenue.
8. Marvell Technology: Representing around 4.5% of TSMC's annual revenue.
9. Advanced Micro Devices (AMD): Contributing about 3.5% of TSMC's annual revenue.
10. Qualcomm: Accounting for approximately 2.5% of TSMC's annual revenue.

 

[FingerBang]

I'm following the developments here (a little anyway, with my very limited tech knowledge). My current rig is over 10 years old with only a mid-life cycle upgrade to a Nvidia 1080 base GPU. Any upgrade will be huge for me, but I'm not looking to break bank and I don't care about high-end performance. I brought up getting a new rig to a much more knowledgeable friend of mine who suggested waiting for the new AMD models next month. My hope is that they'll be midrange that can compete on price and availability against Nvidia's equivalent (we'll see I guess).

He told me that years ago AMD's drivers were kinda shit and so compatibility was a problem but that this has apparently improved. I'm curious if anyone with experience can testify as to their experience with newer AMD cards. My googling/chatgpting suggest AMD's drivers have gotten better for mainstream gaming and emulation.

Since any update is going to be massive for you, there are 3 key questions:

What kind of games do you play?

What kind of resolution do you target?

What is your budget?

Because it all comes down to that, the situation is a bit shit at the moment, with stuff being impossible to find at MSRP (whatever it means). Still, in the end, there are too many variables to be able to recommend one card over the other. I would recommend waiting for AMD to show their hand because we're close, and there is some great potential. In the worst-case scenario, you score something like a 7800XT for a reasonable price.

 

[Buggy Loop]

So is this back to monolith design? Really didn't follow the rumours too much on this

 

[Unknown Soldier]

AMD is one of the biggest clients for TSMC wafers. Not far behind the likes of Nvidia.

What an interesting chart you posted where somehow AMD is both #4 and #9

You should look at what AI generates for you before you post it

 

[winjer]

What an interesting chart you posted where somehow AMD is both #4 and #9

You should look at what AI generates for you before you post it

Ok, then here is an article with the top 3 clients for TSMC in 2023. Apple, Nvidia and AMD.
Complain all you want, but AMD is one of the top clients for TSMC.

TSMC's top 3 customers in 2023: Apple with 25%, NVIDIA with 11%, and AMD with 7%

TSMC's top 7 customers in 2023 consisted of Apple, NVIDIA, AMD, Qualcomm, MediaTek, Broadcom, Intel, and others. Apple provided 25% of revenue in 2023.

www.tweaktown.com

This is for 2022:

TSMC’s top-10/20/30/40 customers; Who spends how much on TSMC? Apple revenue; Top-10 customer dynamics

TSMC, the world's largest semiconductor foundry, served 532 customers in 2022. However, its top-10 customers accounted for 68% of its revenue. Apple, the largest customer, accounted for 23% of TSMC's revenue. In this post, I address which company contributed how much income to TSMC, the top-10...

exploresemis.substack.com

And for 2020:

AMD Zen 3 '4000 Series' Processors And 600 Series Chipset Landing In Late 2020, Getting USB 4.0

It is a brand new year and its time for some brand new leaks. This one comes from Electronic Times and they claim that AMD's 600-series chipsets will be landing near the end of 2020. The 600-series chipsets will not only support USB 3.2 but 4.0 as well. The new chipset is designed for Zen 3...

wccftech.com

TSMC is expecting AMD to become the largest customer on its 7nm process node this year (it is currently no. 4 on the list).