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TSMC Issues Affect AMD

TSMC Issues Affect AMD

AMD have experienced great demands for its GPU that imapacts its chipset business.

GPU business has been brisk and with higher margins the problem is that TSMC cannot make enough 40nm Radeon 5000 series GPU’s at the moment and throughout the latter part of last year.

The chipset business has been affected due to AMD moving production of its 55nm chipsets in favour of its 55nm GPU’s the Radeon 4000 series according to Digitimes.

A better problem to have than oversupply but inventory issues will hurt AMD in the long run – GLOBALFOUNDRIES is not scheduled to become a factor in alleviating AMD’s manufacturing problems in the GPU arena for a few months yet.

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Stuart Davidson

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