AMD’s Lisa Su Quietly Cashes In On The Smartphone Industry’s Deep Freeze As MediaTek And Qualcomm Vacate TSMC’s 4nm And 5nm Lines

One person's loss is another's gain, or a company's in this case. After all, AMD seems to be having a field day with its older 5nm CPUs, which entail crazy-high yields by the way, as both Qualcomm and MediaTek vacate some of TSMC's 4nm and 5nm lines on shrinking smartphone demand. AMD reaps the benefits as the broader smartphone industry enters a deep freeze, forcing Qualcomm and MediaTek to abandon some of their reserved capacity at TSMC By now, it's public knowledge that the global mobile industry is contending with a chronic DRAM shortage as most of the associated fabrication […]

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