AMD could be Samsung’s first 3nm chip customer, tired of TSMC’s preference for Apple

While AMD’s current processors and graphics cards are made by the Taiwanese company TSMC, AMD would be considering switching to Samsung when it comes to making 3nm chips. The reason behind the change would be that TSMC increasingly reserves more and more wafers for Apple, and gives priority to reserving wafers manufactured under future manufacturing processes such as 3nm, and the amount that is left free for AMD is not enough. to satisfy the demand of the company, being forced to change supplier.

AMD isn’t the only company unhappy with TSMC’s allocation policies. Qualcomm would be going through a similar situation and would also have joined the conversations with Samsung to find out if they can offer a quantity of chips higher than what TSMC can deliver, which, as in the case of AMD, is not enough to satisfy the demand. of your customers.

If it has enough capacity to meet the demands of AMD and Qualcomm, this transfer of two giants could mark a big growth in the income of Sasmsung Foundry, the division in charge of the manufacture of semiconductors of the South Korean company. Obviously this is a great mystery at least publicly, since we do not know if Samsung had planned so much capacity for its chip factories at 3nm by not having so many clients, although we will surely know about it in the course of next year when more information emerges. about these possible agreements.

For now all this information is about hearsay, so we recommend taking it with a grain of salt. What is officially expected is that both AMD and Qualcomm will continue to work with TSMC, although this rumor makes a lot of sense considering the latest moves by the Taiwanese foundry company that prioritize Apple, its main customer.

What do you think about this possible rumor? Do you think AMD’s decision to switch from TSMC to Samsung is correct?

Source: Digitimes