OSATs

When AMD started using TSMC’s 7nm process for the Zen 2 processor family that launched in November 2019, one of the overriding messages of that launch was that it was important to be on the leading edge of process node technology to be competitive. That move to TSMC N7 was aided by the small chiplets used in the desktop processors at the time, ensuring a higher yield and better binning curves for desktop and enterprise processors. However, between now and then, we’ve seen other companies take advantage of TSMC’s 5nm, 4nm, and talk about TSMC’s 3nm process coming to market over the next 12-24 months. During our roundtable discussion with CEO Dr. Lisa Su, I asked if the need to stay on the leading...