9/19/19 Rumor of AMD Supply Restraint with TSMC

First Digitimes reported that due to popularity of TSMC’s 7 nm process, production lead time has been increased from two months to six months. This was then picked up by many websites, culminating in such Marketrealist article as “AMD falls on fears of a 7 nm supply shortage”. Never mind that nowhere in the original report said anything about such lead time being applied to current customers. If anything, this merely showed that AMD is using TSMC’s 7 nm in huge quantities.

Meanwhile, AMD’s own Scott Aylor, who is in charge of the Datacenter Solutions Group, said emphatically in a crn.com article that “We will be able to meet the needs of a fantastic level of interest,” he said. “[TSMC has] full commitment to ramp the volumes needed on the market.” This is good enough for me.

AMD is doing their European launch of Epyc, where else, in Rome. They put out this press release, here, with the following title:

“2nd Gen AMD EPYC™ Continues Market Momentum with New Customers, New Performance Milestones and Now 100 World Records”

Dell Technologies announced five new Dell EMC PowerEdge platforms powered by the 2nd Gen AMD EPYC processor.

IBM Cloud and Nokia both detailed how they are deploying Epyc 2 processors.

Atos is using Epyc for their HPC applications.

OVHCloud, a global cloud provider announced a new high end hosting instance based on the Epyc 7402P processor, available by the end of 2019.

TSMC is adopting Epyc 2 to power its research and data center. This is a great endorsement by TSMC!

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