AMD has decided that Taiwan Semiconductor Manufacturing Company (TSMC) is not going to get its order to supply its next generation of graphics processors. That’s according to a report which a source close to the action in Taiwan tells TechEye is “total b*******”. Or crap, for short.
AMD is gearing up for a wave of GPUs using its 28nm process. Traditionally it has always gone to TSMC for to make them. The outfit has collected orders for its 40nm and 65nm GPUs.
It has also spend a lot of dosh bringing in three HKMG processes, 28HP, 28HPM and 28HPL, and one conventional SiON process, 28LP. It started moving to volume production in June.
As you would expect neither AMD nor TSMC is talking about the shift. The Economic Daily News has refused to name its sauces too.
However, if it is true, and we’re pretty certain it isn’t, it indicates that AMD wants to lean more heavily on its GloFo spin off and less on outsourced partners in the Far East. While not exactly keeping the project in house, AMD does benefit from having a healthy GloFo . But its fabs do not use the 28nm process. GloFo is building a new 28nm wafer plant near New York which will come online in 2012.
It’s in AMD’s best interest to have two partners, and it certainly can’t afford to antagonise TSMC. TSMC is currently fabbing AMD’s Fusion Ontario processor – that’s a key element in its future strategy. TSMC was not available to comment at press time.