AMD and Nvidia fuel advanced processes capacity at TSMC
Taiwan Semiconductor Manufacturing Company (TSMC)’s advanced processes (90nm to 65nm) capacity is being fueled by both AMD and Nvidia from August as both graphics chips makers are seeing their supply fall short of demand, according to sources at graphics card makers in Taiwan.
AMD’s ATI Radeon HD 2000 series are in tight supply, the sources said. The company is now reserving shipments to give priority to its major customers including Sapphire, HIS, etc. Nvidia’s GeForce 8000 series are in severely tight supply currently with shipments priority being given to key customers including Asustek Computer, Gigabyte Technology, Micro-Star International (MSI) and Zotac, the sources noted. Given that these customers at Nvidia have already piled up sufficient stock prior to the approaching seasonal upturn, they are expected to still able to meet demand, the sources added.
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