Lisa Su’s company will overtake Intel and Apple in order to access TSMC’s future 3 nm process, forcing some customers to prioritize. Therefore, the release of the Zen 5 architecture could be postponed to 2024-2025.
AMD’s release plan could be upset by its founder. This is what we learn from DigiTimes, the information is retransmitted by WCCFTech. The website says that TSMC will prioritize orders from Apple and Intel for the upcoming 3 nm protocol, which is expected by the end of the year. This would be to the detriment of AMD, which has not invested as much in TSMC… and which would therefore be serviced much later, by 2024-2025.
Recall that the 3 nm engraving process should serve as the basis for the Zen 5 architecture, the release of which is likely to be delayed. However, the transition to Zen 5 is an important step in AMD’s roadmap, which has to face the toughest competition, especially through reassembled Intel technique observed on Alder Lake chips.
AMD would compromise on a new CPU architecture every two years
For AMD, three solutions could be envisaged: trading with TSMC to acquire wafers 3 nm earlier, but still serving after Apple and Intel. modify the Zen 5 architecture to allow it to take advantage of the 5 nm or 4 nm engraving already offered by the Taiwanese founder. otherwise wait until 2024-2025, satisfying with an architecture renewal every two years (Zen 3 in 2020, Zen 4 in 2022 and Zen 5 in late 2024 or early 2025).
As the WCCFTech points out, the latter option would make the most sense. AMD would indeed have great difficulty obtaining 3 nm of water in number, as it would have to be content with “leftovers” from Intel and Apple. This would result in dribs and monotonous deliveries at the end of the chain. Adapting the Zen 5 architecture to TSMC 5 nm or 4 nm engravings could be a solution, but this would significantly reduce the interest in the Zen 5 design, which is supposed to be a milestone in terms of performance and control. energy, just thanks to the engraving at 3 nm.
For AMD, validating an architecture update every two years would be the most sensible alternative if Intel and Apple actually win most of TSMC’s 3 nm output by 2023. Lisa Su’s company could still take advantage of the architecture of Zen 4 (engraved at 5 nm) in Entomaxia. Especially because AMD has an advantage to emphasize: the V-Cache technology (3D Vertical Cache technology), used recently, especially in the Ryzen 7 5800X3D. The idea then would be to release Zen 4 chips “classical” from the end of 2022, then to introduce V-Cache enhanced versions during 2023 to increase sales and gain computing power.
To follow us, we invite you to download our application for Android and iOS. You can read our articles, archives and watch our latest videos on YouTube.