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.
Are you a techie who knows how to write? Then join our Team! Wanted:
- Specialist News Writer
- Magazine Writer
- Translator (DE<->EN)
Details here
Source(s)
Join our Support Satisfaction Survey 2023: We want to hear about your experiences!
Participate here
Top 10 Laptops
Multimedia, Budget Multimedia, Gaming, Budget Gaming, Lightweight Gaming, Business, Budget Office, Workstation, Subnotebooks, Ultrabooks, Chromebooks
under 300 USD/Euros, under 500 USD/Euros, 1,000 USD/Euros, for University Students, Best Displays
Top 10 Smartphones
Smartphones, Phablets, ≤6-inch, Camera Smartphones