AMD May One-Up Apple by Leveraging Samsung’s 3nm GAA Process Node for Zen 5


The most recent whispers from the semiconductor business point out that foundry competitors could also be heating up within the subsequent spherical. AMD has been utilizing TSMC’s 7nm (N7) course of for each its Zen 2, Zen 3, RDNA, RDNA 2, in addition to the console SoCs could ditch the Taiwanese foundry for South Korea’s Samsung foundries. In line with a report from DigiTimes, Samsung is slated to mass-produce its 3nm GAA-based chips within the first half of 2022, very like TSMC (the latter is sticking to FinFet as a substitute of GAA for its 3nm nodes).

TSMC has been mountain climbing foundry costs throughout the board in the course of the chip shortages. Moreover, being the first foundry of most US semi firms, it has seen its provide chain strained and stretched skinny. As such, particular shoppers are most well-liked over the remainder for probably the most superior course of nodes. A superb instance is the preferential therapy acquired by Apple over the previous a number of years. The Cupertino-based large obtained unique entry to TSMC’s 7nm, 6nm, 5nm, and shortly 4nm nodes forward of nearly each different competitor.

This has compelled chipmakers like AMD and Qualcomm to look in the direction of Samsung for greener pastures. Whereas the Korean foundry’s 5nm node was a large number, it seems just like the next-gen 3nm GAA course of could also be rather more steady and aggressive. As such, AMD may leverage it to energy its Zen 5-based merchandise (following Zen 4 which is able to use TSMC’s 5nm/N5 course of). It’s too early to substantiate something, however by the seems of its I’d say each AMD and Qualcomm want to diversify their provide chains for each, higher revenue margins and provide.

By way of: DigiTimes

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