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It's been doing the rounds in the rumor mill that AMD is looking to expand its semiconductor manufacturing partners beyond TSMC (for the 7 nm process and eventually 5 nm) and Global Foundries (12 nm process used in its I/O dies). The intention undoubtedly comes from the strain that's being placed on TSMC's production lines, as most foundry-less businesses outsource their wafer production to the Taiwanese companies' factories and manufacturing processes, which are currently the industry's best. However, as we've seen, TSMC is having a hard time scaling its production facilities to the unprecedented demand it's seeing from its consumers. The company also has recently announced it may prioritize new manufacturing capabilities for the automotive industry, which is also facing shortages in chips - and that certainly doesn't instill confidence in capacity increases for its non-automotive clients.
That's what originated form the rumor mill. Speculating, this could mean that AMD would be looking to outsource products with generally lower ASP to Samsung's foundries, instead of trying to cram even more silicon manufacturing onto TSMC's 7 nm process (where it already fabricates its Zen 3, RDNA 2, EPYC, and custom silicon solutions for latest-gen consoles). AMD might thus be planning on leveraging Samsung's 8 nm or even smaller fabrication processes as alternatives for, for example, lower-than-high-end graphics solutions and other product lines (such as APUs and FPGA production, should its acquisition of Xilinx come through).
Take this information with a grain of salt; but all things considered, it does make sense that AMD outsources less-critical components to lesser-performing (and thus lesser-requested) manufacturing processes in a bid to keep up with demand on its best sources of revenue, without diluting their production even further. Remember that AMD does have an agreement in place with Samsung for licensing of its RDNA 2 graphics architecture for integration in the South Korean company's mobile Exynos chips.
View at TechPowerUp Main Site
That's what originated form the rumor mill. Speculating, this could mean that AMD would be looking to outsource products with generally lower ASP to Samsung's foundries, instead of trying to cram even more silicon manufacturing onto TSMC's 7 nm process (where it already fabricates its Zen 3, RDNA 2, EPYC, and custom silicon solutions for latest-gen consoles). AMD might thus be planning on leveraging Samsung's 8 nm or even smaller fabrication processes as alternatives for, for example, lower-than-high-end graphics solutions and other product lines (such as APUs and FPGA production, should its acquisition of Xilinx come through).
Take this information with a grain of salt; but all things considered, it does make sense that AMD outsources less-critical components to lesser-performing (and thus lesser-requested) manufacturing processes in a bid to keep up with demand on its best sources of revenue, without diluting their production even further. Remember that AMD does have an agreement in place with Samsung for licensing of its RDNA 2 graphics architecture for integration in the South Korean company's mobile Exynos chips.
View at TechPowerUp Main Site
