AMD and Samsung Said to Discuss 2 nm Foundry Deal for Future EPYC CPUs
15 December 2025 at 18:01
According to a report from Sedaily, cited by TrendForce, Samsung Electronics' Device Solutions (DS) Division is in discussions with AMD over manufacturing its chips on Samsung Foundry's second-generation 2 nm process known as SF2P. Samsung's 2 nm technology is competing directly with TSMC's N2 and Intel's 18A, both using the Gate-All-Around (GAA) transistor architectures. Industry sources say a decision on moving forward with a formal agreement could come as early as January next year, with actual production being more a matter of "when" rather than "if". As part of the talks, Samsung is expected to run AMD designs through a multi-project wafer (MPW) program in the near term. This would allow both companies to evaluate SF2P's performance and yields before committing to volume manufacturing. The chip involved is believed to be AMD's next-generation EPYC "Venice" server CPU, according to Global Economic News. If the MPW results meet AMD's expectations, sources say it could open the door for AMD to adopt a dual-foundry strategy, pairing Samsung with TSMC. Such a move would not be limited to server products, and could eventually extend to future consumer CPUs, including the "Olympic Ridge" Ryzen lineup.
Separately, the report highlights the AI-focused partnership between Samsung and AMD. Despite Samsung's challenges in entering NVIDIA's HBM supply chain, it has secured a strong position with AMD. Samsung is already supplying HBM3E 12-layer memory for AMD's MI350 accelerators and is considered well positioned for HBM4, which is expected to debut alongside AMD next-generation MI450 products. From Samsung's perspective, adding AMD as a foundry customer would further support its recent recovery. Sedaily notes that Samsung Foundry has picked up momentum after winning orders from major clients such as Tesla and Apple. At the same time, industry sources point to TSMC capacity constraints and rising wafer prices, those factors making Samsung an alternative.
Separately, the report highlights the AI-focused partnership between Samsung and AMD. Despite Samsung's challenges in entering NVIDIA's HBM supply chain, it has secured a strong position with AMD. Samsung is already supplying HBM3E 12-layer memory for AMD's MI350 accelerators and is considered well positioned for HBM4, which is expected to debut alongside AMD next-generation MI450 products. From Samsung's perspective, adding AMD as a foundry customer would further support its recent recovery. Sedaily notes that Samsung Foundry has picked up momentum after winning orders from major clients such as Tesla and Apple. At the same time, industry sources point to TSMC capacity constraints and rising wafer prices, those factors making Samsung an alternative.
