Samsung has a chance to grab 2nm chip orders from AMD
AMD is in talks with Samsung to implement a chip-on-2 nm technology manufacturing service to reduce its dependence on TSMC. After that, demand for chips for AI and data centers has steadily soared, causing TSMC to keep up with demand, and advanced chip manufacturing costs have risen much in recent times.
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According to South Korean media reports, TSMC's production capacity, particularly its 2nm and lower production processes, is currently pre-empted by major customers like Apple, NVIDIA and Google virtually all the way to 2028, forcing AMD to start looking for new options to diversify and increase future cost bargaining power.
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Sources revealed that AMD CEO Lisa Su visited South Korea last March, ready to visit Samsung's Foundry plant in Pyeongtag, to assess the 2nm chip manufacturing potential and discuss long-term cooperation.
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Another key factor is Samsung's new facility in Taylor, Texas, USA with plans to start producing 2nm chips by 2027, with the timeline considered to be in line with AMD's next-generation product plan fit.
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However, the upcoming Zen 6 chip is still based on TSMC's 2nm manufacturing process as the design is nearing completion, leaving almost no chance of replacing the manufacturer in the short term, while analysts view the Zen 7, which is expected to launch in 2028, as possibly the first model to opt for the Samsung 2nm to help control costs and reduce reliance on TSMC.
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There are also reports from Daishin Securities that Samsung Foundry has recently received 2nm notebook CPU manufacturing orders from several customers in North America, so many parties expect it may be AMD, even without official confirmation.
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If this partnership materializes, it would mark another milestone for AMD in manufacturing diversification amid tougher AI competition and the continuing rise in advanced chip manufacturing costs in the current semiconductor industry.
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Source: wccftech







































































































