12nm is not an actual new node - it's a small upgrade by GF to their existing 16nm node, it's a new PROCESS not a new NODE.
It's arguably false advertising to call it 12nm since they DIDN'T actually change the feature size.
Vega inventories appear to be tight due to the continuing issues with HBM2 manufacturing having very poor yields and resulting shortage.
I doubt that Bitmain will bother switching foundries from TSMC - though they might move to an updated process AT TSMC for a potential "S9+" product at some point.
The 10/7nm process node seems to be having MAJOR teething issues - Intel has already ended up delaying their introduction of 10nm by over a year, AND broke their long-time "tick tock" strat as a result by putting out *3* generations (so far) on their 14nm node.
Topic: AMD Announces 2nd Gen Ryzen & Vega Coming On 12nm Next Year (Read 402 times)
Comments/questions:
1) Will the follow on to 12nm, 10nm/7nm be difficult enough to slow down the replacement cycle?
2) Will the holiday season be used as an opportunity to flush out 1st Gen Ryzen and Vega inventories? Would this mean that Vega inventories would be tight until the 2nd Gen?
3) Will an equipment dump by Bitmain be a sign that they are moving on to 12nm products? 12nm mining products would seem like an entry point to compete against BM
1) Will the follow on to 12nm, 10nm/7nm be difficult enough to slow down the replacement cycle?
2) Will the holiday season be used as an opportunity to flush out 1st Gen Ryzen and Vega inventories? Would this mean that Vega inventories would be tight until the 2nd Gen?
3) Will an equipment dump by Bitmain be a sign that they are moving on to 12nm products? 12nm mining products would seem like an entry point to compete against BM
Jump to: