NVIDIA AND AMD BOUGHT UP ALL EXCESS CAPACITY AT TSMC

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source- gizchina

The COVID-19 pandemic is not only affecting our lives but also represents a massive threat for several businesses in the Globe. While the smartphone market is experiencing a massive decline, the component suppliers are also suffering from the low demand. TSMC is one of these companies, but the situation can change now that NVIDIA and AMD have purchased excess capacity at TSMC. Now the company may update its forecasts for this year and post strong results in H1 2020.

Both NVIDIA and AMD are interested in the company’s 7nm supply. According to reports, NVIDIA has been waiting until TSMC’s 7nm node got mature enough for high-performance graphics. Their next chipset will represent a massive upgrade over its predecessor. Apparently, the fact that other companies are starting to look for other processes like the imminent 5nm node, will free the company’s 7nm capacity.

 

“A RAMP-UP IN SHORT LEAD-TIME ORDERS PLACED BY AMD AND NVIDIA WILL ALLOW TSMC TO POST RELATIVELY STRONG RESULTS COMPARED TO OTHER FOUNDRIES IN THE FIRST HALF OF 2020, ACCORDING TO INDUSTRY SOURCES.” -DIGITIMES, APR. 23, 2020.

Apple is one of the companies that plan to move to 5nm in H2 2020. That will free space for companies like AMD. Worth noting, that AMD was o track to become the TSMC’s largest 7nm customer by the second half of this year. Moreover, TSMC is ramping up its manufacturing capacities.

Meanwhile, NVIDIA is also set to take a lot of TSMC capacity. After all, there are a number of reports indicating that the company is preparing it for its next-generation graphic cards. Moreover, the company wants to introduce a server GPU. The company is reportedly expecting AMD’s reveal of Big Navi series before introducing its RTX 3000 series graphic cards.

According to these reports, we can conclude that both NVIDIA and AMD are quietly building up their stock of CPU and GPU silicon. This way, both companies will be ready to meet demand in full. When the time comes, of course.

THAT’S WHY HUAWEI COULD TAKE 300 YEARS TO OVERCOME ANDROID AND IOS

source- gizchina

Despite the problems associated with the inability to work with Google, Huawei continues to bend its line, developing its own AppGallery application store and the HarmonyOS operating system, while not forgetting to release full-fledged flagships. But there are times when its representatives are “a little” odd – for example, the head of Huawei said that the company will need “no more” 300 years to catch up with Google and Apple.

HUAWEI COULD TAKE 300 YEARS TO OVERCOME ANDROID AND IOS

“Sales of devices on Android and Apple operating systems in the world are huge, and Huawei is late. It’s hard for consumers to accept other operating systems. Thus, the Huawei OS can take a long time to surpass Android and Apple, but no more than 300 years, ” said the CEO of the company Ren Zhengfei in an interview with Dragon Magazine.

These statements are frustrating for the employees and fans of the giant company, and it is more strange that it comes from the founder of the company.

 

According to Richard Yu, the CEO of Huawei consumer business. HMS (Huawei mobile services) currently is in more than 170 countries and regions. With more than 400 million monthly active users and more than 1.3 million developers and partners. It is already second only to Google Android and Apple iOS, ranking the top three globally.

At present, Google Play has more than 2.1 million apps, while Huawei AppGalery currently has only 55,000 apps. In the short term, GMS’s leading position is undoubtedly difficult to shake, let alone replace Android with Hongmeng OS.

In addition, because overseas users rely more on Google ’s GMS service, replacing GMS means changing user habits, which is a very difficult thing. We don’t know whether the new Huawei ecosystem will find a place in the market or not. But looking at the near future, we expect it to find some success in China. But it will be difficult to find a place in the global markets.