Although AMD and Samsung have been working together on a mobile GPU for quite some time, that's about the extent of their partnership. Much like several other fabless companies out there, AMD relies on TSMC for its silicon needs. Things between the two companies have been smooth-sailing so far, but that could change in the future, much to Samsung's delight.
A new report online suggests that AMD will have to look at Samsung Foundries for its 3nm products due to issues at TSMC. The Taiwan-based chipmaker has reportedly earmarked a lion's share of its 3nm capacity for Apple, forcing AMD to look at alternatives, which, at this point, is just Samsung. Qualcomm is said to join AMD to be one of Samsung Foundries' first 3nm customers, although rumour has it that the chipmaker has opted for Intel instead.
Much like TSMC, Samsung is expected to kick off mass production of its 3nm node sometime in 2022. It is far too early to predict which products will use the facility, but we can expect the Qualcomm Snapdragon 898 (or Snapdragon 8 Gen 1) successor to be one of them. AMD's future Ryzen processors and Radeon graphics cards could follow suit.
Until now, Samsung's manufacturing nodes have lagged behind similarly-specced ones from TSMC. It is apparent with the market share disparity between TSMC and Samsung, although the latter has been catching up a little. High-profile customers like AMD are just the shot in the arm Samsung Foundries needs to get back into the game.
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