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.