TechPowerUp writes AMD is on track to become TSMC's largest 7nm customer in the second half of this year. This is partly because of a big ramp up in orders from AMD, as well as the fact that Apple, TSMC's biggest current 7nm client, will move to 5nm for its A14 SoC.
AMD is currently tapping into 7 nm DUV for its "Zen 2" chiplet, "Navi 10," and "Navi 14" GPU dies. The company could continue to order 7 nm DUV until these products reach EOL; while also introducing the new "Renoir" APU die on the process. The foundry's new 7 nm+ (EUV) node will be utilized for "Zen 3" chiplets and "Navi 2#" GPU dies in 2020.
At the moment, TSMC's biggest 7nm customers are Apple, HiSilicon, Qualcomm, AMD, and MediaTek. AMD is the only non-smartphone/modem chip customer in the top five.
Word on the street is that TSMC's 7nm capacity will grow from today's 110,000 wafers per month to 140,000 wafers per month in the second half of this year. AMD reportedly booked the entire 30,000 wpm capacity increase.