AMD Zen 5 CPUs May Be Delayed Until 2024-2025 Due to TSMC's 3nm Node Priority Allocation to Intel and Apple

AMD Zen 5 CPUs May Be Delayed Until 2024-2025 Due to TSMC’s 3nm Node Priority Allocation to Intel and Apple

In a report from DigiTimes, it appears that AMD’s Zen 5 CPUs could experience a potential delay if the company plans to upgrade to TSMC’s next-generation 3nm process node.

AMD Zen 5 CPUs Based on Next Generation TSMC 3nm Node Could Experience Potential Delay, Report Says

The report states that the TSMC 3nm process node has been prioritized by two large companies, Intel and Apple, which have invested heavily in acquiring the next generation process node and are marked as “VIP” customers for the process.

Intel CEO Pat Gelsinger predicts an end to the chip shortage by 2024

There are also other customers including AMD, NVIDIA, and MediaTek who hope to gain access to the 3nm node but are not expected to start until late 2023 which means production for the next generation process-based products will be pushed into 2024 or 2025.

We cannot now say for sure whether AMD will use TSMC’s 3nm process node for its Zen 5 core-based processors. We only know that Zen 4 will use the 5nm TSMC process node which NVIDIA will also be using for its upcoming offerings. game (TSMC 4N). Based on this report, there are three likely options for AMD. One is that they have to wait until 2024-2025 to produce their Zen 5 cores. This will mark a 2-year cadence considering Zen 3 launched in late 2020 and will be replaced in late 2022. The most likely scenario is that AMD will push the launch of Zen 5 in late 2024 or early 2025.

The other two options are for AMD to leverage its Zen 5 process node from the N5P process, which is a highly optimized version of the N5 node and a better version than the 4N node used by the green team (NVIDIA). But given that Zen 5 will be a major architectural overhaul, it doesn’t make sense not to have it on the last process node as well as in N3. The most unlikely scenario is that AMD will be able to negotiate with TSMC for early access, but as there are already two big players fighting for N3 wafers, AMD would end up having a limited supply leading to shorter-than-expected shipments in 2024. .

The former seems more possible since AMD can run an intermediate launch of Zen 4 with V-Cache which could last a year and be very competitive with Intel’s gaming CPU options until the launch of Zen 5. So 2022 that would be Zen 4 vanilla followed by Zen 4 with V-Cache in 2023 and then a Zen 5 launch that will happen in late 2024. For now, these are all rumors and should be treated as such, but we definitely want to see Zen 5 in action sooner rather than later.

AMD Zen CPU / APU Roadmap:

Zen architecture Zen 1 Zen + Zen 2 Zen 3 Zen 3+ Zen 4 Zen 5 Zen 6
Process node 14 nm 12 nm 7 nm 7 nm 6 nm? 5 nm 3 nm? to be defined
server EPYC Naples (1st Jan) N / A EPYC Rome (2nd generation) EPYC Milan (3rd generation) N / A EPYC Genova (4th generation)
EPYC Bergamo (5th Jan?)
EPYC Torino (6th generation) EPYC Venice (7th generation)
High-end desktop Ryzen Threadripper 1000 (White Refuge) Ryzen Threadripper 2000 (Coflax) Ryzen Threadripper 3000 (Castle Peak) Ryzen Threadripper 5000 (Chagal) N / A Ryzen Threadripper 6000 (TBA) to be defined to be defined
Traditional desktop CPUs Ryzen 1000 (peak crest) Ryzen 2000 (Pinnacle Ridge) Ryzen 3000 (Matisse) Ryzen 5000 (Vermeer) Ryzen 6000 (Warhol / Canceled) Ryzen 7000 (Raphael) Ryzen 8000 (granite crest) to be defined
Traditional desktop. APU notebook Ryzen 2000 (Crow’s Crest) Ryzen 3000 (Picasso) Ryzen 4000 (Renoir)
Ryzen 5000 (Lucienne)
Ryzen 5000 (Cezanne)
Ryzen 6000 (Barcelona)
Ryzen 6000 (Rembrandt) Ryzen 7000 (Phoenix) Ryzen 8000 (Strix Point) to be defined
Low consumption mobile N / A N / A Ryzen 5000 (Van Gogh)
Ryzen 6000 (Dragon Crest)
to be defined to be defined to be defined to be defined to be defined

News sources: Mydrivers, Hardzone

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