Monday August 27, 2018

AMD on 7nm and New SVP & GM

Looks like GlobalFoundries is not getting any of AMD's 7nm pie, which makes sense. All of AMD's current 7nm designs are at TSMC. All of AMD's current gaming console business is at TSMC. AMD has gambled bigly on 7nm, and given everything we are hearing, it looks like it may very well pay off.

Also, Saeid Moshkelani will be taking Jim Anderson's vacated spot.

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After the close of business today there were two AMD announcements of note that I wanted to bring to your attention and provide further detail around:

1. We are manufacturing all our 7nm products at TSMC, and

2. We are promoting Saeid Moshkelani, a 30+ year AMD semiconductor veteran, to SVP & GM Client Compute given the departure of Jim Anderson to Lattice Semiconductor.

7nm Update - For the past several years we consistently executed our multi-generational, leadership product and architectural roadmap across our CPU and GPU portfolio. Our upcoming 7nm product portfolio represents the next major milestone for AMD computing and graphics leadership, including our second generation "Zen 2" CPU core and our new "Navi" GPU architecture. We have already taped out multiple 7nm products at TSMC, including our first 7nm GPU that is planned to launch later this year, and our first 7nm server CPU that we have sampled to strategic customers and plan to launch in 2019.

Our work with TSMC on its 7nm node has gone very well and we are seeing excellent results from early silicon. To streamline our development and align our investments closely with each of our foundry partner’s investments, we announced today that we intend to: - focus the breadth of our 7nm product portfolio on TSMC’s industry-leading 7nm process, and - leverage the additional investments GLOBALFOUNDRIES is making in 14/12nm technologies to support the ongoing ramp of our current generation AMD Ryzen, Radeon, and EPYC processors.

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