TSMC’s dominance in advanced chip manufacturing has been good for consistency, but it also comes with downsides. When one company controls most of the cutting-edge process nodes, chipmakers have fewer options, and that usually means higher prices. 

TSMC has also revealed its plans to raise foundry prices over the next three years, which puts even more pressure on companies that rely on it.

So it’s not surprising that brands are looking elsewhere, and Samsung seems to be a safe bet for many. The company recently signed massive deals with Apple and Tesla, and a new report suggests AMD could be its next client.

AMD could use Samsung’s 2nm fabrication

According to reports from South Korea, AMD might use Samsung’s 2nm process for some future chips. In fact, Samsung chairman Lee Jae-yong is expected to meet AMD CEO Lisa Su to discuss the partnership.

This isn’t entirely out of the blue. Su has hinted before that AMD wants more manufacturing options, but Samsung’s past issues related to yields made it a hard sell. For a long time, Samsung’s leading-edge nodes didn’t inspire enough confidence for large, high-value orders.

That seems to be changing at 2nm. Samsung’s manufacturing process is now more stable, with its first 2nm chip receiving a positive response in terms of yield and performance, at least so far.

More importantly, AMD isn’t expected to jump in at the very start. Instead, the company is said to be targeting Samsung’s second-generation 2nm node, known as SF2P. 

This is the higher-performance version of the process and comes with noticeable improvements. Samsung claims SF2P delivers better performance, significantly lower power consumption, and a smaller chip footprint compared to its first 2nm offering.

Mass production of SF2P is expected to begin in 2026, followed by an improved SF2P+ version in 2027. If talks go well, AMD and Samsung could finalize a deal as soon as next month. For Samsung, AMD would become another high-profile customer for its 2nm line after Tesla.

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Samsung signed massive deals with Apple and Tesla in the recent past, and AMD is likely to be the next significant 2nm foundry client victory.

A new report says that Samsung is in talks with AMD for contract manufacturing using its cutting-edge 2nm process. Exynos 2600 turns out to be a big success for Samsung Foundry in attracting major tech companies.

Exynos 2600, crafted for the Galaxy S26 series, is the first product fabricated using Samsung Foundry’s 2nm GAA process. The company would utilize the cutting-edge node for Tesla’s AI chips, and AMD is expected to join the list soon.

Samsung plans to offer the second-generation 2nm process (SF2P) for AMD chips. Industry insiders say it’s a more mature process than Exynos 2600. Meanwhile, future Exynos chips will be even more powerful and efficient.

DS Division could soon manufacture a trial production of AMD chips via a Multi-Project Wafer (MPW). The chip designer would assess whether the outcome meets the performance and efficiency required in products.

If the process secures greenlight, Samsung and AMD would finalize the contract next month. It’s going to be a significant win for Samsung Foundry as securing AMD as a contract production client will attract a billion-dollar income.

After Tesla and Apple, Samsung Foundry’s comeback was ensured. With AMD potentially joining the list, it would further solidify the company’s return in the market. Nvidia has also sealed deals with Samsung for HBM chips.

The post Samsung offering AMD better 2nm tech than Exynos 2600 appeared first on Sammy Fans.

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