Samsung Foundry is apparently trying to lock down AMD as a customer for its 2nm chip production, and the two companies might finalize a deal around the start of next year after testing whether the process can actually hit the performance targets AMD needs. The Korean chipmaker has been losing ground to TSMC for years, but recent contracts with Apple and Tesla have given its foundry business some serious momentum.
AMD is probably eyeing Samsung for its EPYC Venice server chips since TSMC's production lines are absolutely swamped right now. The desktop Olympic Ridge processors could also make the jump to Samsung later on if the server chip tests go well.
The whole AI boom has manufacturers scrambling for extra capacity, so AMD basically has to split orders between multiple foundries at this point. Intel is another option with its newer nodes, but most companies want to see how Intel's own products perform before trusting the foundry with their designs.
AMD is probably eyeing Samsung for its EPYC Venice server chips since TSMC's production lines are absolutely swamped right now. The desktop Olympic Ridge processors could also make the jump to Samsung later on if the server chip tests go well.
The whole AI boom has manufacturers scrambling for extra capacity, so AMD basically has to split orders between multiple foundries at this point. Intel is another option with its newer nodes, but most companies want to see how Intel's own products perform before trusting the foundry with their designs.
