INSUBCONTINENT EXCLUSIVE:
bad news for AMD, with more pressure being exerted on 7nm supplies at chip maker TSMC.Those are supplies that AMD uses for its latest-gen
time on 7nm orders to six months.As we reported yesterday, the Nikkei Asian Review claims Apple has told its suppliers that demand for the
new iPhone 11 models is such that the company wants production increased by 10%.That translates into 8 million more iPhone 11 and iPhone 11
smoothly for now.Or at least smoothly enough, although on the CPU side of the equation for AMD, there have already been stock issues with
the likes of the Ryzen 9 3900X, and the delay of the incoming flagship Ryzen 9 3950X which is seemingly tied up in production issues too.So
all in all, there are some fairly worrying doubts floating around currently, and indeed Nvidia could potentially be affected here, too,
given that its next-gen graphics cards are moving to a 7nm process.And Nvidia will be using TSMC to make those GPUs, at least in part, with
Samsung also set to be involved in their manufacturing going by what Nvidia said earlier this year.So longer-term, there could be some broad
repercussions for the supply levels of various PC components
to meet the seemingly swiftly increasing demand is another question.
