Earlier, information appeared on the Web that AMD may transfer part of the production of its products to Samsung, since TSMC simply cannot cope with demand.
However, new data suggests that TSMC has no problems with a lack of production capacity. Allegedly, the reason for the shortage of GPU, CPU and other semiconductor products is the lack of ABF (ajinomoto build-up film) substrates.
Moreover, after Apple switched to the 5nm technical process, it was AMD that allegedly became the largest customer of the seven-nanometer products from TSMC. Therefore, AMD does not make any sense to refuse the services of this manufacturer in favor of Samsung. True, at the end of this year, AMD itself should release processors created according to 5 nm standards, and this is where questions arise.
By the way, earlier rumors appeared on the Web that a shortage of ABF substrates could lead to problems with the production of semiconductor products throughout 2021.
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