Samsung Foundry's troubles continue, as it is now reported that AMD has abandoned its 4nm orders with the firm, likely switching towards TSMC.
AMD Appears To Be Massively Inclined Towards TSMC's US Operations, Which Played a Role In Canceling the Deal With Samsung Foundry
Samsung has found it challenging to see adoption from the industry when it comes to process nodes, and despite offering a wide range of products with decent production capacities, the Korean giant hasn't managed to grab the market spotlight like its Taiwan counterpart. It is reported via @Jukanlosreve that AMD has reportedly decided to take 4nm orders away from Samsung Foundry, and instead switch towards TSMC's production in the US. While the reasons for this move haven't been disclosed yet, it is likely an aftermath of the sluggish performance of Samsung Foundry and the attractiveness of TSMC's US operations to firms like AMD.
Update: AMD has decided not to use Samsung Foundry’s SF4X process. https://t.co/89L8UneRTz
— Jukanlosreve (@Jukanlosreve) May 4, 2025
AMD was said to be extensively collaborating with Samsung on the SF4X process, not just limited to EPYC server CPUs, but on Ryzen APUs and Radeon GPUs, since Team Red adopted a dual-sourcing strategy. The move, initially seen as a massive breakthrough, is now reportedly falling out, and while it is uncertain whether the deal is abandoned just for the EPYC server CPUs, but it seems like the interest towards Samsung Foundry is falling. This isn't good, especially considering that the Korean giant needs to build up its reputation in the chip industry, and a major partner moving out does not signal positivity.
TSMC's Arizona facility is currently mass-producing the 4nm process, and it seems like that is likely where AMD will be after the Samsung deal. Team Red has already placed orders for its "Venice" server CPUs, which utilize the high-end 2nm process, and is also working on producing the Ryzen 9000 series consumer CPUs. And given that Team Red was one of the first firms to see "exclusive access" to 2nm nodes, it is likely that the AMD-TSMC partnership has evolved tremendously in recent days.
The momentum certainly isn't in favour of Samsung Foundry for now, but things do look optimistic towards the future, considering that the firm has said to see interest in its 2nm process from the likes of NVIDIA. Yield rates are also claimed to be rapidly improving, so we cannot put the firm out of the equation for now.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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