Samsung is ramping up its efforts to find customers for its advanced chip manufacturing processes, following its partnership with Apple. and Tesla After signing a substantial order, it appears that it is also discussing the possibility of chip manufacturing with AMD.
Although TSMC Currently, TSMC remains the mainstream supplier for 2nm chips in the technology industry. However, given that TSMC 's production capacity is currently severely limited, and Samsung's 2nm technology is gradually gaining recognition and its foundry business is developing rapidly, competition in the chip industry is rapidly emerging.
Reports indicate that AMD is in talks with Samsung, a semiconductor foundry, regarding a collaboration on 2nm process technology, and may be working together to develop next-generation CPUs. This could be the EPYC Venice CPU, or possibly the Olympic Ridge consumer CPU, with an expected release date of the end of 2026.
The two companies plan to finalize the contract around January next year. AMD will then assess whether Samsung's process can meet the required performance levels, but industry insiders believe that Samsung is very likely to win the mass production contract.
A key contract to break the monopoly?
Samsung has repeatedly attempted to position itself as a contract manufacturing service provider for high-end clients. However, its market share in the high-end market has remained negligible, primarily due to insufficient technological maturity, yield issues, and a lack of market confidence in the scalability of its production lines.
However, this situation has reversed somewhat this year. In addition, artificial intelligence... The booming development of the industry has also led to a surge in chip demand. TSMC , as the preferred foundry, is unable to handle the increasing chip orders, forcing major companies to consider strategies for diversified supply, which is both economically and strategically inevitable.
According to insiders, if Samsung's upcoming prototypes meet AMD's quality requirements, it will greatly enhance Samsung's reputation, but be a heavy blow to TSMC. This not only means TSMC will lose a long-term customer, but also that its monopoly in cutting-edge logic processes will be truly challenged for the first time.
Currently, the focus of discussion is clearly on AMD's Venice project, as this product line is of particular strategic importance to AMD, and this CPU chip is used not only in data centers. It is not only an important field, but also increasingly important in accelerating artificial intelligence .
(Article source: CLS)
