Quote from: Tov on July 16, 2020, 20:22:35
The is great. QC and Huawei all go to SS 5nm resulting in TSMC has a lot of capacity to go in to Zen3 and RDNA3. Without shortage AMD will be very competitive against Intel Skylake successor.

There is no Huawei, for the time being. TSMC stopped taking new orders from Huawei back in May, and is set to complete all deliveries in September, and Samsung Foundry has rejected Huawei's orders, SMIC is also regarded as not risking opposing the ban and they could only mass produce 14nm anyway.
The Communist regime will either try to attack even more aggressively pressuring Trump to back down or they'll back down and make a few concessions before Huawei's stock runs out. They make a scene out of Huawei's telecoms business but over half of Huawei is consumer electronics now, they need ARM's cores and those foundries every year, or the best they could manage would be to recycle old silicon in new models. Now how long could they keep that up?

The is great. QC and Huawei all go to SS 5nm resulting in TSMC has a lot of capacity to go in to Zen3 and RDNA3. Without shortage AMD will be very competitive against Intel Skylake successor.

This would be akin to Qualcomm pulling off a goof on the level of Exynos 990. Samsung 5nm is a half node, from an already disadvantaged 7nm, TSMC's is a full node, from an already advantageous 7nm.
Or they would have to intentionally cripple SD875 for it to work, but then 875's battery life would be hours ahead of 875G from the more aggressive throttling, or at least the load numbers would show a severe discrepancy.