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May 14, 2021 04:14 am GMT
The updated wafer supply agreement unlocks many possibilities for AMD. For starters, it can finally build a next-generation sIOD (server I/O die) on a more efficient node than GlobalFoundries 12LP, such as TSMC 7 nm. This transition to 7 nm will be needed as the next-gen "Genoa" EPYC processor could feature future I/O standards such as DDR5 memory and PCI-Express Gen 5, and the switching fabric for these could be too power-hungry on 12 nm. The "Zen 4" CPU core complex dies (CCDs) of "Genoa" are expected to be built on TSMC 5 nm.
Original Link: https://www.techpowerup.com/282208/amd-and-globalfoundries-wafer-supply-agreement-now-non-exclusive-paves-way-for-7nm-siod
AMD and GlobalFoundries Wafer Supply Agreement Now Non-Exclusive, Paves Way for 7nm sIOD
AMD in a filing with the U.S. Securities and Exchange Commission (SEC), revealed that its wafer supply agreement with GlobalFoundries has been amended. Under the new terms, AMD places orders for wafers from GlobalFoundries up to 2024, with purchase targets set for each year leading up to 2024. Beyond meeting these targets, AMD is free from all other exclusivity commitments. The agreement was previously amended in January 2019, setting annual purchase targets for 2019, 2020, and 2021, while beginning a de-coupling between AMD and GlobalFoundries. This enabled the company to source 7 nm (or smaller) chips, such as CCDs and GPUs, from other foundries, such as TSMC, while keeping GlobalFoundries exclusive for 12 nm (or larger) nodes.The updated wafer supply agreement unlocks many possibilities for AMD. For starters, it can finally build a next-generation sIOD (server I/O die) on a more efficient node than GlobalFoundries 12LP, such as TSMC 7 nm. This transition to 7 nm will be needed as the next-gen "Genoa" EPYC processor could feature future I/O standards such as DDR5 memory and PCI-Express Gen 5, and the switching fabric for these could be too power-hungry on 12 nm. The "Zen 4" CPU core complex dies (CCDs) of "Genoa" are expected to be built on TSMC 5 nm.
Original Link: https://www.techpowerup.com/282208/amd-and-globalfoundries-wafer-supply-agreement-now-non-exclusive-paves-way-for-7nm-siod
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