coth:

There were so many trolling that Intel got stuck at 10/7 generation. But eventually all of them got stuck in there. And eventually it's Intel and TSMC who are producing 10/7 chips already. At least in limited quantities. GloFo got stuck with 7 generation for longer. They had to license Samsung 7LP to catch up, but that wasn't also ready enough for 2018 so it lead to Zen 2 slip to 2019 effectively opening a way to Zen+ made on 14LP+, which was renamed to 12LP. Samsung eventually cancelled it in favor of EUV 7LP+, but it won't go production earlier of 2H 2019. Now, if TSMC production capacity wouldn't be enough there will be another Zen++ refresh next year and Zen 2 will not come out until 2020. Or, at least, they can make it on 14LP+ (12LP). Meanwhile 10+ Ice Lake-U are expected in december 2018 and Ice Lake-S in august next year.

Fox2232:

Qualcomm believes that their 7nm made by TSMC will be here this year. Then idea that AMD's already completed revision of Zen 2 would have to wait for 7nm... They would just rearange it for 14/12nm. 2020 is year for Zen 3. And as AMD stated, they taped out MULTIPLE 7nm chip designs with TSMC. This means 3 or more products. And it means AMD knew about GloFo stopping their 7nm for quite some time. I really wonder... There is Zen 2 core for all those EPYC CPUs. There is 7nm Vega. What is 3rd or more? Maybe TR core? Maybe there is more than 1 Vega on 7nm?

HardwareCaps:

While I doubt TSMC can mass-produce all these products on 7nm, it's good news for consumers. TSMC is considered superior to GloFo in terms of performance and density. my issue is if they can scale 7nm to bigger chips.

coth:

3 is significantly less than 30 million. Again, as said - production capacity is still very limited. And there is a huge queue for 7FF. Aside of Qualcomm and AMD there are also Nvidia, Apple, MediaTek, Huawei etc etc. Even now even probably IBM.

Jespi:

Those are not good news for consumers in a long therm. In short therm, yeah probably 7nm Vega and Zen2 will rock, due to known cooperation between TSMC and NVIDIA, as we know what TSMC can do with their fabrication. But in a long therm ? Let's go back in time, when GloFo had started. TSMC acted like monopol back then. Higher prices, lower invesments in new research, roadmaps for the new products were wider and wider. Then GloFo came with their 14nm and TSMC had to fight for their place in the market again. So now 7nm is basically done, so it won't affect the end market that much. But what next? What in 3-5-7 yrs? Competition in any market is good for the customers, and saying that GloFo being in deep crap is good for us is a bold statement. So to be a little sarcastic. Enjoy your TSMC's Vega and Zen2, how it's better than GloFo and then cry in next 4 year that we got overpriced products from AMD too.

schmidtbag:

With 1 less competitor, I wonder if this will cause TSMC to raise their prices. They have enough customers where if one of them doesn't like the price point and drops out, TSMC can be like "fine whatever, I still have more than enough work to do".

coth:

3 is significantly less than 30 million. Again, as said - production capacity is still very limited. And there is a huge queue for 7FF. Aside of Qualcomm and AMD there are also Nvidia, Apple, MediaTek, Huawei etc etc. Even now even probably IBM.

schmidtbag:

With 1 less competitor, I wonder if this will cause TSMC to raise their prices. They have enough customers where if one of them doesn't like the price point and drops out, TSMC can be like "fine whatever, I still have more than enough work to do".

tunejunky:

not quite. AMD and TSMC have a production contract, as does Apple and Qualcomm. everyone else will have to wait until their (TSMC) new factories are completed (with the help of the Taiwanese government). and Qualcomm is gunning for the Intel i-5. their new ARM (7nm) processors are designed to outperform Intel in laptop, tablet, and notebook with ALL DAY performance off of a single charge.