AMD has recently made a significant change in its semiconductor manufacturing strategy. It has been revealed that the company has ended its collaboration with Samsung Foundry for its 4nm class manufacturing process. AMD has turned to TSMC’s Arizona facility in the USA for the production of its EPYC series server processors.
AMD has officially ended its collaboration with Samsung
Samsung’s partnership with AMD in the 4nm manufacturing process was applied to various products including Ryzen APUs and Radeon GPUs. This production was carried out on Samsung’s 4nm process called SF4X.
However, the efficiency problems and uncertainties in production experienced by the company in its 3nm GAA (Gate-All-Around) technology were effective in AMD’s shifting its route to TSMC. Because TSMC has a more balanced picture, especially in terms of production capacity, efficiency and supply security.
The company’s 4nm production line in Arizona is actively operating. According to new information, AMD’s next-generation EPYC “Venice” processors, as well as some of the Ryzen 9000 series consumer processors, will be produced at this facility.
This change indicates that AMD is becoming more dependent on TSMC not only on the server side, but also on the desktop and mobile product line. On the Samsung side, this loss was recorded as a negative development for the Foundry unit.
However, sources state that the company has managed to increase efficiency rates in the 2nm production process and that demand for this area is increasing again. The interest of major customers such as NVIDIA could reshape Samsung’s future in high-tech processes.
