Korean Sources Claim AMD Will Leverage Samsung’s 3nm GAA Process Instead of TSMC’s N3 [Report]

Some time again, it was reported that AMD will proceed to depend on TSMC’s N5 and N3 nodes for the subsequent two generations of its CPUs and GPUs. The story got here from JP Morgan’s Analysis on the foundry enterprise which highlighted Intel’s rising reliance on exterior fabs, and TSMC’s near-dominance within the pure-play foundry sector. A brand new report from Enterprise Korea claims the alternative. As per the outlet, AMD and Qualcomm are knocking on Samsung’s door to diversify their provide strains and decrease reliance on TSMC.

This isn’t the primary time such a report has popped up. Some time again, the Taiwanese outlet DigiTimes had reported one thing comparable. The early entry to superior foundry nodes, together with decrease costs provided to Apple is one thing which will really persuade AMD and Qualcomm to dump (no less than) a part of their manufacturing to Samsung’s 3nm GAA node. That’s, if the manufacturing is enough, and yield charges are excessive sufficient.

TSMC has been climbing foundry costs throughout the board throughout 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 popular over the remainder for probably the most superior course of nodes. A great instance is the preferential therapy obtained 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 just about each different competitor.

This has compelled chipmakers like AMD and Qualcomm to look in 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 way more steady and aggressive. As such, AMD may leverage it to energy its Zen 5-based merchandise (following Zen 4 which can use TSMC’s 5nm/N5 course of). It’s too early to verify 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.

Qualcomm has already confirmed that it’ll produce its 1st Gen Snapdragon 8 SoCs utilizing Samsung’s 4nm node. The fabless chipmaker was one of many few to leverage Samsung’s 5nm course of for a few of its flagship SoCs. Restricted provide and yields, nonetheless, compelled the corporate to change to TSMC earlier this 12 months.

AMD can also be rumored to have reserved a part of Samsung’s 4nm node for its low-volume Chromebook processors. Whether or not the partnership grows or fades will in the end depend upon TSMC’s 5nm provide (Intel, Apple, NVIDIA, Qualcomm, MediaTek are all stakeholders within the 5nm capability) and the yield charges of Samsung’s personal 3nm course of.

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