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Although the production of many companies has slowed during the current COVID19 crisis, AMD and Nvidia appear ready to use this time to their advantage. A report issued by Digitimes mentioned that TSMC is expected to perform well in the first half of 2020, in part due to increased orders from AMD and Nvidia. According to

Digitimes, "According to industry sources, increased short-term delivery orders from AMD and Nvidia will allow TSMC to perform relatively strong compared to other foundries in the first half of 2020."

Does TSMC have the capacity to High demand has always been a concern. We know that Apple currently uses TSMC to produce its Aseries processor products, but they obviously plan to switch to the 5nm process in the second half of 2020, which will leave room for other companies.

AMD and Nvidia hope to use this to help develop their next-generation CPUs and GPUs. Although Qualcomm and HiSilicon are currently larger customers than AMD, it appears that AMD will overtake these customers later this year.

AMD’s 30,000 wafer orders, which accounted for 21% of TSMC’s total production capacity at the time, undoubtedly helped. AMD will be happy to have more capacity, especially since TSMC has been fully booked since the beginning of the year.

Nvidia has also absorbed a large part of TSMC’s capacity and seems to be preparing for their Ampere series of GPUs. Whether they will appear before or after AMD's "Big Navi" remains to be seen.

We don't have any official news about when we can see these next-generation GPUs, especially when many events are cancelled. There is some hope that we can hear the announcement during Computex in September 2020, if it really happens.

It seems that AMD and Nvidia can just make sure they have enough supply reserve to cope with the demand when their graphics cards really go low. This is good news for those who are concerned about the shortage in the current situation.

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