In a nutshell: Lots of corporations are struggling throughout this pandemic, however the Taiwan Semiconductor Manufacturing Company (TSMC) isn’t one in every of them. According to a brand new report, the agency is ramping up manufacturing to fulfill demand from Nvidia and AMD, with the previous set to make use of TSMC’s new 5nm course of node.

According to Digitimes’ “industry sources,” TSMC will publish robust outcomes for the primary half of 2020 thanks to approaching quick lead-time orders. The Taiwanese agency is benefitting from Nvidia’s forthcoming Ampere GPU and AMD’s Ryzen and Epyc CPUs.

Digitimes doesn’t go into element about Nvidia’s 5nm intentions—Ampere is understood to be based mostly on the 7nm course of—so we do not know what it could possibly be for. AMD can be planning comparable orders—a current roadmap revealed it could use 5nm for its Epyc Genoa chips—and Apple is reportedly shifting to 5nm nodes.

TSMC sees increase in orders as Nvidia plans mystery 5nm product

As so many individuals now work and examine from residence, the lockdown has introduced a lift in demand for laptops and desktops, lots of which include Nvidia and AMD {hardware}. The report spending on digital video games—$10 billion in March—can be serving to the tech corporations’ backside traces, with individuals shopping for gaming laptops, graphics playing cards, and CPUs. There’s additionally the Xbox Series One and PS5, each of which can include AMD tech.

The stay-at-home necessities have seen AMD and Nvidia improve their orders with TSMC. Team purple’s present lineup of merchandise use 7nm, whereas Nvidia is shopping for extra 16nm, 12nm, and 7nm nodes to cowl its total household of merchandise, which incorporates the Tegra X1 processors used within the Nintendo Switch.

Nvidia CEO Jensen Huang lately confirmed that the corporate wouldn’t be shedding any staff through the Covid-19 disaster, due to its robust place. To assist staff address the financial disaster, everybody on the agency is receiving “accelerating” raises.