News 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.
https://t.co/2GLCJHwNyI