Samsung's foundry division is apparently trying to lock down AMD as a customer for its second-gen 2nm process called SF2P, and word is they might ink something by next month. The chipmaker would test AMD designs through a multi-project wafer run first to check yields before committing to full production, with the Venice server CPU supposedly being the guinea pig here.
If things work out, AMD could split manufacturing between Samsung and TSMC for future stuff like Olympic Ridge consumer chips. Samsung already supplies HBM3E memory for AMD's MI350 accelerators and looks set for HBM4 when the MI450 drops, so the relationship runs deeper than just foundry talk.
Samsung's been picking up steam after landing Tesla and Apple orders, while TSMC's capacity crunch and pricier wafers are pushing customers to look elsewhere.
If things work out, AMD could split manufacturing between Samsung and TSMC for future stuff like Olympic Ridge consumer chips. Samsung already supplies HBM3E memory for AMD's MI350 accelerators and looks set for HBM4 when the MI450 drops, so the relationship runs deeper than just foundry talk.
Samsung's been picking up steam after landing Tesla and Apple orders, while TSMC's capacity crunch and pricier wafers are pushing customers to look elsewhere.
