According to TSMC's information, the 3nm process will be produced in the second half of this year, but it will be mass-produced next year, and the 2nm will not be mass-produced until 2025, and the VIP customers of these two generations of the process are Intel and Apple, who have large demand and money, and are the priority customers of TSMC.
Other semiconductor companies want to get 3nm and the future 2nm production capacity, have to wait until apple and Intel shipments, a few days ago digitime broke the news that AMD, NVIDIA and MediaTek and other companies also want to negotiate with TSMC capacity allocation, but they will not start negotiations until the end of 2023 or some time in 2024, first of all, 3nm process, followed by 2nm process, but it is certainly much later than Apple and Intel.
Not to mention the farther 2nm, just in terms of the 3nm process,If AMD wants to get TSMC's capacity allocation, 2023 is no play, even if it is possible to negotiate in 2024, production will be at the end of the year, and it is more likely that it will have the opportunity to get stable production capacity in 2025.
From this point of view, AMD in the next generation of products after the 5nm Zen4,The possibility of Zen5 going directly to 3nm is not very likely, unless AMD can wait until the end of 2025 to release, Zen4 will fight three generations of Intel processors.
Therefore, a more reasonable situation is that Zen5 continues to use TSMC 5nm process polishing, after all, Zen4 first launch of a lot of new things, AMD will not rush to use only one generation to give up, Zen2 to Zen3 are 7nm process, but Zen3's architecture improvement is still very large, Zen4 to Zen5 should also follow this route.