How do we know they have 30% of TSMC 7nm? That kind of info is held very close.
There's been reporting all year about Apples move to 5nm and AMD securing the capacity that was freed up. The numbers were 30,000 WPM out of 140,000, and then they picked up an additional 14000 freed up by the Huawai sanctions. 44,000 out of 140,000 is 31%
Initial info from Jan.
https://www.tomshardware.com/news/amd-to-become-tsmcs-largest-7nm-customer-in-2020-report
https://www.chinatimes.com/newspapers/20200727000134-260202?chdtv
https://www.techspot.com/news/83400-amd-set-become-tsmc-biggest-7nm-customer-2020.html
Additional Info about Mediatek capacity.
https://www.hardwaretimes.com/amd-g...-tsmc-to-be-diverted-to-xsx-and-ps5-consoles/