It seems like TSMC's N2P process will supercharge AMD's Zen 6 products, as Team Red appears to combine an architectural leap and node advancements to take things to the next level.
AMD Has Decided to Rely Entirely on TSMC's N2P Node For Next-Gen CPUs, Only N3P For Power-Efficient Laptop CPUs
Well, we are nearing the timeline for companies to introduce their next-gen solutions for the PC markets, and with that, the rumor mill has started to spin faster than ever. Now, in a recent discussion by the renowned leaker Kepler_L2, AMD's plans for integrating next-generation nodes have been disclosed, and it appears that the company will rely on TSMC's N2P process for most of its offerings for the server and consumer CPU segment, apart from low-end mobile SKUs that prioritize power efficiency over performance.
Based on what we have been told, the EPVC Venice lineup, both Classic and Dense SKUs, will utilize TSMC's N2P process. This was known to us a few months ago since AMD was the first customer of the Taiwan giant's 2nm process. However, Olympic Ridge, which is claimed to be the successor of the Ryzen 9000 series, will utilize N2P as well, which means that we should expect massive performance out of it. Similarly, the high-end laptop lineup, Gator Range, will also employ N2P, so it is safe to say that TSMC's 2nm will dominate all across AMD's offerings.
The only exception here is with Medusa Point 1, since the higher-end SKUs will utilize N2P and N3P in different chiplets, while the more power-efficient chips will rely on N3P only to keep power draw levels under consideration. So, in the CPU segment, AMD has its eyes set on TSMC's most advanced process. Of course, according to Moore's Law, the smaller node size should come with an equal increase in performance, but AMD will likely rely on the architectural advancements that come with Zen 6 for the generational leap.
In terms of processes, Intel is expected to rely on 18A for its mobile and desktop platforms, so the competition will be fiercer this time. Since Intel is exploring options from TSMC for Nova Lake's compute tile, it seems like the next generation of CPUs will definitely be much more compelling, unlike the one-sided competition we have seen in the past few months.
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