AMD明年第2季投片量将超越苹果：成台积电第一大客户-快科技-科技改变生活

AMD明年第2季投片量将超越苹果：成台积电第一大客户

宋星
2020年08月03日 15:30
0

8月3日消息，据报道，AMD提前预定台积电明年7nm与5nm产能，投片量翻倍暴增，台积电7nm以下产能利用率一路满载至明年。

AMD明年第2季投片量将超越苹果：成台积电第一大客户台积电

AMD明年第2季度投片量也将正式超越苹果，成为台积电第一大客户。

供应链透露，AMD旗下Ryzen系列处理器、及伺服器处理器EPYC等主力产品销售均优于预期，近期再趁英特尔高阶制程“卡壳”，全力出击，向台积电提出包下明年7nm与5nm产能，总量约20万片。

AMD过去一年来在台积电投片量大增，2019年初期月投片量仅约二、三千片，连前五大客户都算不上，今年单月平均投片已大增至7,500至8,000片，明年更将倍数成长至1.6万片之上，预计明年第2季投片量将超越苹果，首次成为台积电最大客户，营收占比达二成以上。

不过，从全年来看，台积电明年营收占比最高的客户仍是苹果。

上周五收盘，AMD(NASDAQ:AMD)股价下跌0.98%至77.43美元，总市值约909.07亿美元。

文章出处：Techweb

#台积电 #晶圆 #AMD

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