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AMD and Qualcomm could be the first companies to use Samsung's 3 nm production nodes in 2022

Samsung may snag some of TSMC's customers.  (Image Source: SemiWiki)
Samsung may snag some of TSMC's customers. (Image Source: SemiWiki)
Apple appears to be receiving preferential treatment from TSMC as of late, so AMD and Qualcomm are not really content now that chip shortages are still a thing. Starting with next year, AMD and Qualcomm may choose to partner with Samsung and use its 3 nm GAAFET production nodes.

AMD is currently the largest TSMC customer, but it looks like things could change as the Taiwanese foundries may not be able to fulfill all of Team Red’s orders in the future, especially now that TSMC is overwhelmed with pre-orders from so many clients. According to DigiTimes, AMD, as well as Qualcomm could soon become the first companies to use Samsung Foundry’s 3 nm production nodes.

Sources close to DigiTimes claim that TSMC’s relationship with Apple has dissatisfied both AMD and Qualcomm, and the two companies are already planning to collaborate with Samsung in 2022. Thanks to its multi-annual contract with TSMC, Apple essentially has priority for the upcoming 3 nm and even 2 nm nodes. Moreover, the ongoing chip shortages significantly slow down TSMCs output, and with so many clients depending on the Taiwanese foundries, it is easy to understand why AMD and Qualcomm would want to explore alternative production channels.

Another solid reason for AMD and Qualcomm to make the jump to Samsung’s foundries is the technology behind the upcoming 3 nm nodes. Samsung is set to be the first to adopt the more efficient GAAFET (gate-all-around) transistors for its 3 nm nodes expected to become operational in 1H22, while TSMC is still planning to use FinFET tech for its 3 nm nodes. If Samsung can indeed prove that its 3 nm nodes provide satisfactory yields, AMD and Qualcomm could start a partnership with the South Korean giant, but also keep relying on TSMC, as well.

 

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Bogdan Solca
Bogdan Solca - Senior Tech Writer - 1753 articles published on Notebookcheck since 2017
I first stepped into the wondrous IT&C world when I was around seven years old. I was instantly fascinated by computerized graphics, whether they were from games or 3D applications like 3D Max. I'm also an avid reader of science fiction, an astrophysics aficionado, and a crypto geek. I started writing PC-related articles for Softpedia and a few blogs back in 2006. I joined the Notebookcheck team in the summer of 2017 and am currently a senior tech writer mostly covering processor, GPU, and laptop news.
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> Notebook / Laptop Reviews and News > News > News Archive > Newsarchive 2021 11 > AMD and Qualcomm could be the first companies to use Samsung's 3 nm production nodes in 2022
Bogdan Solca, 2021-11-18 (Update: 2021-11-18)