120,000 TSMC wafers reserved for new consoles in Q4 2020

It is now known that TSMC is in good standing. In addition to Apple, the Taiwanese chipmaker also fulfills orders for Qualcomm and AMD, among others. At the red camp, the 7nm process is not only used for, for example, the RX 6000 video cards and Ryzen 5000 processors, but also for the new consoles from Sony and Microsoft.

According to Taiwanese site Commercial Times, a total of 120,000 wafers were set aside in the fourth quarter of this year for producing the socs featured on the PlayStation 5 and Xbox Series X / S. With 78,000 to 80,000 units, two thirds of this would be for Sony, the remaining 40,000 for Microsoft.

The maximum monthly production of TSMC is estimated to be around 140,000 7nm wafers. AMD is not the only customer of the chip maker, and therefore does not have access to this entire amount. A significant share is probably aimed at the consoles, which may explain why the Zen 3 CPUs and RDNA 2 GPUs are suffering from shortages.

In addition to the strong interest in the new consoles, the amount of wafers may be explained by the disappointing yields. Although TSMC’s production process at 7 nanometers is now quite mature, the different socs of the new consoles are quite large. As a result, the yields are on the lower side, there is talk of about 60%. This is expected to improve significantly from next year.

GPUs also generally use large dies compared to processors.

In any case, TSMC benefits from all this interest in its 7nm production. The company suspects that the turnover will be higher than estimated, it cannot be ruled out that record figures will be turned.

Sources: Commercial Times (1), Commercial Times (2)

Source: Hardware Info Compleet by nl.hardware.info.

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