Troubles at Samsung's foundry business continue, with AMD reportedly abandoning 4nm orders for the company, likely switching to TSMC. Samsung has struggled to gain industry recognition in terms of process nodes. Despite its wide range of products and considerable production capacity, the South Korean giant has still not been able to seize the market limelight like its Taiwanese counterpart.
According to @Jukanlosreve, AMD has decided to abandon 4nm orders from Samsung foundries and instead choose TSMC's production in the United States. Although the specific reasons for the move have not been disclosed, it is likely to be the result of the sluggish performance of Samsung's foundries and the attractiveness of TSMC's U.S. business to companies such as AMD.
It is said that due to AMD's multi-source procurement strategy, AMD is working extensively with Samsung on the SF4X process. The scope of cooperation is not limited to EPYC server CPUs, but also includes Ryzen APUs and Radeon GPUs. The move, initially seen as a major breakthrough, has now failed. While it's unclear whether the deal is being walked away from just because of the EPYC server CPUs, it appears interest in Samsung's foundry is declining.
TSMC's Arizona factory is currently mass-producing the 4-nanometer process, and AMD is likely to enter this field after reaching an agreement with Samsung.AMD"Venice" server CPUs using the high-end 2nm process have been ordered, and Ryzen 9000 series consumer CPUs are in production. WhereasAMDAs one of the first companies to obtain the "exclusive right to use" the 2-nanometer process, AMD's cooperative relationship with TSMC is likely to undergo dramatic changes in the near future.
Samsung said that companies like Nvidia are very interested in its 2nm process, and the future prospects are still optimistic. In addition, it is said that Samsung’s yield rate is also improving rapidly, so we cannot rule out the possibility that Samsung will continue to maintain orders.
