I suspect TSMC's capacity on the different fabs will go something like this: Apple is on TSMC's 5 nm for their iPhone 12s (I read in a previous article, Apple snatched up all initial capacity on 5 nm). AMD will be switching to 5 nm next year with Zen 4 (and their next graphics cards?), which will then leave the TSMC 7nm fabs open for other customers (Nvidia). That's what I would guess based on previous articles and rollout dates I've read.Did TSMC have capacity for them in Q3/Q4, or had it already been promised to others?
Nvidia will benefit from the mature manufacturing process while their designs are already well-optimized Remember, their 12 nm GPUs were still beating AMD's 7 nm GPUs last generation...we'll see how the new generations stack up with the AMD launch later this month (looking to see performance of RDNA2 on 7nm+).