There were so many trolling that Intel got stuck at 10/7 generation. But eventually all of them got stuck in there. And eventually it's Intel and TSMC who are producing 10/7 chips already. At least in limited quantities. GloFo got stuck with 7 generation for longer. They had to license Samsung 7LP to catch up, but that wasn't also ready enough for 2018 so it lead to Zen 2 slip to 2019 effectively opening a way to Zen+ made on 14LP+, which was renamed to 12LP. Samsung eventually cancelled it in favor of EUV 7LP+, but it won't go production earlier of 2H 2019. Now, if TSMC production capacity wouldn't be enough there will be another Zen++ refresh next year and Zen 2 will not come out until 2020. Or, at least, they can make it on 14LP+ (12LP). Meanwhile 10+ Ice Lake-U are expected in december 2018 and Ice Lake-S in august next year.

At least that sounds like Zen2 is still on track for 7nm. Good thing! I'm still waiting to see if I upgrade to Zen2 or anything Intel (less preferred) next year...

Fox2232:

Qualcomm believes that their 7nm made by TSMC will be here this year. Then idea that AMD's already completed revision of Zen 2 would have to wait for 7nm... They would just rearange it for 14/12nm. 2020 is year for Zen 3. And as AMD stated, they taped out MULTIPLE 7nm chip designs with TSMC. This means 3 or more products. And it means AMD knew about GloFo stopping their 7nm for quite some time. I really wonder... There is Zen 2 core for all those EPYC CPUs. There is 7nm Vega. What is 3rd or more? Maybe TR core? Maybe there is more than 1 Vega on 7nm?

3 is significantly less than 30 million. Again, as said - production capacity is still very limited. And there is a huge queue for 7FF. Aside of Qualcomm and AMD there are also Nvidia, Apple, MediaTek, Huawei etc etc. Even now even probably IBM.

I think they got what they wanted on both sides ...consoles low power is np for them I bet but forget bigger chips. plus the cost to make them is not worth it at this time just a guess

With 1 less competitor, I wonder if this will cause TSMC to raise their prices. They have enough customers where if one of them doesn't like the price point and drops out, TSMC can be like "fine whatever, I still have more than enough work to do".

I hope TSMC's process is good to go for AMD's larger chips like Vega and Zen2 and also will hit the frequencies needed. Making chips hit higher frequencies at 7nm / 10nm has been freaking hard ask Intel since all they have out so far is low power/frequency chips. If the process is good to go AMD is going to have a nice lead on Intel for a year or so.

coth:

3 is significantly less than 30 million. Again, as said - production capacity is still very limited. And there is a huge queue for 7FF. Aside of Qualcomm and AMD there are also Nvidia, Apple, MediaTek, Huawei etc etc. Even now even probably IBM.

not quite. AMD and TSMC have a production contract, as does Apple and Qualcomm. everyone else will have to wait until their (TSMC) new factories are completed (with the help of the Taiwanese government). and Qualcomm is gunning for the Intel i-5. their new ARM (7nm) processors are designed to outperform Intel in laptop, tablet, and notebook with ALL DAY performance off of a single charge.

schmidtbag:

With 1 less competitor, I wonder if this will cause TSMC to raise their prices. They have enough customers where if one of them doesn't like the price point and drops out, TSMC can be like "fine whatever, I still have more than enough work to do".

good question, but i doubt it. Samsung has targeted the foundry business for expansion, once they have their (similar) process finished they can apply economies of scale that TSMC doesn't possess (yet...it's what TSMC is going for).