AMD Just Copied Intel! - TSMC Announces 2nm !

1 year ago
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Let's get started with AMD, The company has been teasing their Next generation of CPU’s for the better part of a year now. But During CES and followed by their Financial analyst day we got a huge info dump. 5.5Ghz +, a new 6nm IO die with graphics built in, an 8 to 10% improvement in IPC, fast DDR5 speeds, etc etc. But we didn't get a release date, Just a release window of FALL 2022. Fall is 3 months long, so is it early like September

Well, today, a picture was leaked of a presentation done in china with an alleged internal slide. That slide contains a release date of September 15th. Now, of course, take this pic with a grain of salt, especially since fall isn't starting until well, September 22nd.

Moving on, it looks like AMD is about to make an extremely similar move to intel. A couple of months ago, I made a video called intel just did the unthinkable. That video covered intel’s one billion dollar fund to Build a Foundry Innovation Ecosystem. Basically sharing their fab and patents. One thing that was cool about this fund is that intel would allow third parties to design chips that would be.. How can I say that in an elegant way, Glued together with intel’s chips using their “Open Chiplet Platform”. It’s pretty cool stuff.

Well now, AMD is about to do the same. You could have a CPU, GPU, AI, And a third party chiplet on the same package. AMD does have an advantage though since they now have a huge portfolio of arm-based designs thanks to their purchase of Xilinx and network chip designs from Pensando. Its going to be interesting to see if either intel or AMD plan on bringing those kinds of multi chip processors with 3rd party chiplets into the mainstream.

Speaking of chip designs, TSMC Just released some more information on their 3nm process. Unlike N4 which is an optimized version of their 5nm process, their N3 process node is a complete step-down.. But in a good way of course. First there's the baseline N3 process. This one is actually getting produced in the second half of this year. It would offer between 10 and 15% extra performance at the same power consumption of an N5-based chip.
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