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AMD might move to Samsung for 3nm fabrication due to TSMCs preference for Apple
AMD's current CPUs and GPUs are manufactured by the Taiwan-based semiconductor giant TSMC, however, the company might swing towards Samsung when it comes to producing 3nm chips.
TSMC is increasingly reserving more and more wafers for Apple who opened up a huge sack of cash to gain p[priority. And TSMC is doing exactly that, prioritizing reserving wafers created under future manufacturing methods such as 3nm, the amount of wafers left available for AMD seems to be insufficient in relation to demand. The corporation feels compelled to shift suppliers in order to meet their requirements.
This year TSMC reserved the majority of 5nm capacity to Apple as well
AMD is not the only business that is displeased with TSMC's resource allocation procedures. Qualcomm would be in a similar situation and would have participated in the discussions with Samsung to determine whether they could supply a number of chips greater than what TSMC could deliver, which, as in the case of AMD, was insufficient to meet the demand. of your clients. If Samsung Foundry, the division of the South Korean company in charge of semiconductor manufacturing, has sufficient capacity to meet the demands of AMD and Qualcomm, this transfer of two industry giants could result in a significant increase in the company's revenue as a result of the transfer of two giants. We do not know whether Samsung planned such a large amount of capacity for its 3nm chip factories as a result of not having a large number of clients, but we will undoubtedly learn more about this in the course of next year as more information becomes available. about these possible agreements, which is obviously a great mystery at least publicly.
For the time being, all of this information is based on hearsay though, so we recommend that you treat it with caution. According to official expectations, both AMD and Qualcomm will continue to collaborate with TSMC, however this report makes a lot of sense in light of recent actions by the Taiwanese foundry business to emphasize Apple, which is the company's most important customer.
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Celcius
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#5966428 Posted on: 11/19/2021 09:24 PM
I think this would be a very wise move for AMD to make. Even if it would mean, as David3k points out, that splitting production between two very different fabrication processes would require two equally different families of processors.
I say this because, by the time 3nm becomes a thing, TSMC might be "under new management." (If you know what I mean...)
And/or, they may have several large holes in their roof, and it's my understanding that isn't conducive to achieving production goals.
I think this would be a very wise move for AMD to make. Even if it would mean, as David3k points out, that splitting production between two very different fabrication processes would require two equally different families of processors.
I say this because, by the time 3nm becomes a thing, TSMC might be "under new management." (If you know what I mean...)
And/or, they may have several large holes in their roof, and it's my understanding that isn't conducive to achieving production goals.
JamesSneed
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#5966445 Posted on: 11/19/2021 10:38 PM
LOL Wut. There is nothing more state-of-the-art than TSMC's 5nm that is actually shipping and that is what Apple used last year. Sorry but you are not following semis very closely if you believe this.
What seems to be forgotten is that Apple has only ~5% of the desktop computer market globally (Mac)--in some countries it isn't even 1%, in others it may reach 10%, but the fact is that Apple as a single company doesn't have near the demand that all the other x86 OEM companies combined put on the supply side. iPhone chips aren't anywhere near state-of-the-art in terms of production processes, etc. Intel is still at 10nm, I gather, in it's recently renamed "process 7" marketing--which the by-comparison huge power demands of Alder Lake compared to Zen 3 illustrate well. Also, I've read more than one article this year that states that AMD has exceeded Apple in total 2021 TSMC bookings--which I am not surprised about in the least. But I've read articles that say that Apple's share of TSMC is bigger than AMD's--but I don't think anyone really knows. Lots of rumor-- little fact, as usual.
LOL Wut. There is nothing more state-of-the-art than TSMC's 5nm that is actually shipping and that is what Apple used last year. Sorry but you are not following semis very closely if you believe this.
Reddoguk
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#5966467 Posted on: 11/20/2021 12:52 AM
It's only a good move if Samsung's 3nm is as good as TSMC's. nVidia went for it with the 3000 series but we saw many issues and supply was just one of them.
It's just my opinion but Samsumg's 8nm isn't great. When i was waiting for my 3090 i did a lot of reading about the switch to a different foundry and they were saying how efficient it would be and that it was going to be this and that.
I think about 50% of what they said was either lies or just ignorance from nVidia. We all saw what a $h1t show the 3xxx series launch was and it's still never recovered from it.
It's only a good move if Samsung's 3nm is as good as TSMC's. nVidia went for it with the 3000 series but we saw many issues and supply was just one of them.
It's just my opinion but Samsumg's 8nm isn't great. When i was waiting for my 3090 i did a lot of reading about the switch to a different foundry and they were saying how efficient it would be and that it was going to be this and that.
I think about 50% of what they said was either lies or just ignorance from nVidia. We all saw what a $h1t show the 3xxx series launch was and it's still never recovered from it.
coth
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#5966491 Posted on: 11/20/2021 03:14 AM
All the jokes about Intel delays and in the end AMD might hire Intel to manufacture their CPUs as well. That would be 180 degree turn from 1980's when AMD was manufacturing CPUs for Intel.
All the jokes about Intel delays and in the end AMD might hire Intel to manufacture their CPUs as well. That would be 180 degree turn from 1980's when AMD was manufacturing CPUs for Intel.
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What are you talking about? The A15 is 5nm and has been shipping for months. AMD isn't even shipping a 5nm product lol. No one cares what Apple's desktop sales are - the vast majority of these shares for apple are Phones/iPads and Macbooks.