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Samsung nears 2nm foundry deal with AMD as it closes gap with TSMC

Daniel Nenni

Daniel Nenni

Admin
Staff member
Samsung Electronics is reportedly in advanced discussions with AMD to produce chips using its next generation 2nm process technology, as the tech giant accelerates efforts to narrow the gap with leading foundry competitor TSMC.

adobestock_1231629822.jpg

Samsung looks to close gap with TSMC Credit: adobe.stock.com

Industry sources indicate that Samsung’s Device Solutions Division, through its Foundry Business Unit, is negotiating to manufacture AMD-designed processors on its second-generation 2nm node, known as SF2P. A final decision on the partnership is expected as early as January.

Samsung is planning to fabricate AMD chips via a multi-project wafer (MPW) run - a method that combines designs from multiple companies on a single wafer to optimise costs and speed up development. The chip in question is believed to be part of AMD’s EPYC Venice series. If Samsung meets AMD’s performance benchmarks, analysts suggest the move could pave the way for AMD to adopt a dual-foundry strategy, sourcing consumer CPUs from both Samsung and TSMC.

Samsung has faced challenges in breaking into NVIDIA’s high-bandwidth memory (HBM) supply chain but has established a strong HBM partnership with AMD. Its foundry business has also shown signs of recovery, recently securing significant orders from major technology firms, including Tesla and Apple.

The potential deal comes amid growing pressure on TSMC, which is struggling to accommodate additional production volumes. Rising manufacturing costs across the industry have further strengthened Samsung’s position as an attractive alternative for chipmakers seeking diversification.

www.newelectronics.co.uk

Samsung nears 2nm foundry deal with AMD as it closes gap with TSMC - New Electronics

Samsung Electronics in advanced discussions with AMD to produce chips using its next generation 2nm process technology.
www.newelectronics.co.uk www.newelectronics.co.uk
 
I am not one of those industry sources that are referenced above. If AMD did however move some wafer agreements over to Samsung Foundry I would eat a full serving of the much despised brussels sprout, absolutely.
 
lefty said:
Is this the rumour that originated from Sedaily? That's a Korean news service.
Click to expand...

Complete nonsense. They forgot Nvidia if they are going to fantasize about customers. In other news AMD, Apple, and Nvidia have already taped out at N3 and N2.

Samsung Electronics is pushing ahead with the production of AMD's latest semiconductors using its next-generation foundry (semiconductor contract manufacturing) process. Analysts say that securing AMD as a customer, following Tesla and Apple, could accelerate Samsung Electronics' pursuit of industry leader TSMC and its return to profitability

in the foundry sector. According to industry sources on the 14th, Samsung Electronics' Device Solutions (DS) Division's Foundry Division is currently discussing a plan to produce semiconductors designed by AMD using its 2nm (nanometer, one billionth of a meter) second-generation (SF2P) process. To this end, the company plans to soon prototype AMD chips using its Multi-Project Wafer (MPW) process. MPW allows multiple companies or institutions to jointly produce designs on a single wafer. The two companies plan to finalize the contract around January of next year after evaluating whether the process can actually achieve the performance level AMD demands. However, the industry believes that production is likely. The product requested by AMD is presumed to be AMD's next-generation central processing unit (CPU) chip.

Samsung Electronics' foundry division, which suffered a deficit of approximately 4 trillion won in the first half of this year, reportedly rebounded after securing orders from big tech companies like Tesla and Apple. Furthermore, securing AMD, the world's largest graphics processing unit (GPU) designer, as a customer is expected to further bolster the company's upward momentum. An industry insider stated, "With the volume of supply accumulating, TSMC is finding it difficult to accommodate additional volumes. As TSMC's production costs rise, the appeal of Samsung as an alternative foundry is increasing."

출처 : https://www.sedaily.com/NewsView/2H1Q7X8G7P
 
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