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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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Kaarme
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Posts: 2902
Joined: 2013-03-10
#5966353 Posted on: 11/19/2021 04:03 PM
Apple's slice of the pie is outrageous. No wonder Apple has had no chip troubles, unlike everybody else. From what I've heard, Apple didn't manage to reserve as much from the production of a microfiber cloth factory, though.
Apple's slice of the pie is outrageous. No wonder Apple has had no chip troubles, unlike everybody else. From what I've heard, Apple didn't manage to reserve as much from the production of a microfiber cloth factory, though.
Prince Valiant
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Senior Member
Posts: 758
Joined: 2014-02-23
#5966355 Posted on: 11/19/2021 04:12 PM
Very much so. The world could do with less Apple e-waste.
Apple's slice of the pie is outrageous. No wonder Apple has had no chip troubles, unlike everybody else. From what I've heard, Apple didn't manage to reserve as much from the production of a microfiber cloth factory, though.
Very much so. The world could do with less Apple e-waste.
tunejunky
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Joined: 2017-08-18
Senior Member
Posts: 2245
Joined: 2017-08-18
#5966356 Posted on: 11/19/2021 04:15 PM
i seriously doubt this report which goes against the grain of contemporary trade publications.
there is no doubt that Apple is the primary customer. what is in doubt is the alleged wafer allocations.
just like Apple, AMD has paid (through the nose) for wafer allocation/fab time and so has Qualcomm.
the parties who would see their allocations reduced would be 1) Samsung, and 2) Mediatek as both have other options @ node and haven't paid for primacy. Nvidia should be unaffected as they paid for being "late to the gate".
the facts of the matter include that Apple, AMD, and Qualcomm paid to develop 7n, 5n, and 3n and they'll get their share of fab time before others.
if AMD gets additional fab time with Samsung, that's a good thing as it means sales are well beyond projections. but the premise in this article doesn't address this as it treats it as a zero sum game when it's not.
i seriously doubt this report which goes against the grain of contemporary trade publications.
there is no doubt that Apple is the primary customer. what is in doubt is the alleged wafer allocations.
just like Apple, AMD has paid (through the nose) for wafer allocation/fab time and so has Qualcomm.
the parties who would see their allocations reduced would be 1) Samsung, and 2) Mediatek as both have other options @ node and haven't paid for primacy. Nvidia should be unaffected as they paid for being "late to the gate".
the facts of the matter include that Apple, AMD, and Qualcomm paid to develop 7n, 5n, and 3n and they'll get their share of fab time before others.
if AMD gets additional fab time with Samsung, that's a good thing as it means sales are well beyond projections. but the premise in this article doesn't address this as it treats it as a zero sum game when it's not.
tommo1982
Junior Member
Posts: 3
Joined: 2019-07-24
Junior Member
Posts: 3
Joined: 2019-07-24
#5966377 Posted on: 11/19/2021 05:52 PM
It'd be a good opportunity for Intel to make money, if they sold cpacity of their plants.
It'd be a good opportunity for Intel to make money, if they sold cpacity of their plants.
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I find it kinda funny how Samsung uses TSMC's process more than Nvidia.