NerdTech@nerdtechgasmNews from TW on TSMC 7N wafer customers. In Q4, AMD is set to use ~120K wafers for console SOCs, ~80K for PS5 + ~40K for SSX! This is ~80% of 7N wafers allocated to AMD in Q4. This console ramp is the main reason for lack of Zen 3 & Big Navi.ctee.com.tw台積電營收 Q4超標在望 - 工商時報台積電受惠於蘋果、高通、超微等大客戶追單,7奈米及5奈米先進製程全線滿載,法人預期台積電第四季合併營收超越業績展望高標12:15 AM · Nov 27, 202032 Retweets16 Quotes183 Likes12 Bookmarks