Sunday, April 29, 2018

AMD will start sampling GPUs and CPUs based on 7nm later this year for full production in 2019

AMD reviled that their revenue was $1.65 billion, up 40 percent year-over-year and 23 percent quarter-over-quarter, driven primarily by higher revenue in the Computing and Graphics segment. During their 1Q/2018 earnings call (23rd of April 2018) with analysts AMS announced that they will start sampling GPUs and CPUs based on 7 nm later this year using both TSMC and Globalfoundries and ramp to full production in 2019. 7 nm Foundry and 10 nm Intel logic are roughly comparable in pitch and it will be interesting to follow AMD and Intel product launches the next year since Intel just announced they will be pushing out their 10 nm production to 2019.  Please find the statements  relating to 7 nm manufacturing below:

We have a 7-nanometer GPU based on Vega that we'll sample later this year. We have a 7-nanometer server CPU that we'll sample later this year. And then, obviously, we have a number of products that are planned for 2019 as well. So it's a very, very busy product season for us. But we're pleased with the sort of the execution on the product roadmap.

So our foundry strategy is to use both TSMC and GLOBALFOUNDRIES on the first 7-nanometer product. We are using TSMC for that product [the Vega GPU mentioned above] and we have a very strong relationship with them. And so, we do see a good momentum on it from what we see, and I'm not concerned about capacity.

7-nanometer Zen 2 based product we'll sample later this year to customers and that will be in production in 2019, and we do believe that the adoption rate of the second-generation could potentially be higher than the adoption rate of the first-generation, mostly because customers will be more familiar with our systems and our products. And so, we'll see how it goes, but we certainly – our overall goals are ambitious in the server space. 

I think as we look forward, and I think this is important, we believe that the 7-nanometer capability of the foundry ecosystem is very good, and that puts us in a good competitive spot from a manufacturing standpoint.
- Lisa T. Su - Advanced Micro Devices, Inc.

Full Call Transcript as supplied by Seeking Alpha : LINK 

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