These are turbulent times for chips. After heavy investment by the US and the recent complete or partial withdrawal, it is not known exactly, from China, manufacturers are shifting forces to different parts of the world and diverting public funds to produce in the long term. are asking for. This is having a knock-on effect, as chip designers such as Intel, AMD and NVIDIA are all but assessing the strength, volume and price of the big three. Well, AMD has taken the second step after NVIDIA and has also signed Samsung, but what exactly will the Koreans produce for them? Is AMD Ditching GlobalFoundries and TSMC for Samsung Chips?
It is not that easy to leave behind production that you are already signed up for and insured by your supplier, especially in times of crisis such as we are experiencing, where we already saw the number of people being unemployed around the world Is. Well, given this, AMD has taken a step to guarantee the world supply of chips and there is some controversy with it.
AMD and Samsung agree to make chips for CPUs, GPUs, SoCs and FPGAs
There are no specific details, but it appears that there will be no limit to the types of chips that can be manufactured. The settlement hurts GlobalFoundries much more than TSMC, because what AMD wants is not to ensure quantity of high-performance chips, but chips that are legendary.
Because of that, those folks at Lisa Su may have signed with Samsung to be able to make low-cost chips. Arquitecturas Jane and Jane +as well as ancillary products such as various chiplets under nodes 14 LPP Korean, which is the current equivalent of 12 g lp, It looks like AMD isn’t going to break with any of its existing partners and wants to guarantee a supply of cheap chips that are actually profitable because they’re manufactured in huge quantities, are cheap, and are used in fast-growing industries. are in high demand by sectors, such as industrial and consumer robotics, as well as automobiles.
GlobalFoundries Loses Volume With AMD, But…
It wins with other manufacturers. It currently works with Intel, Qualcomm, Mediatek or NXP and the volume is such that investment to expand FABs and build new ones is not long in coming. Seeing this, it is understandable that AMD chooses to diversify with Samsung, and by the way, it is very close in case TSMC fails with 2nm, which we remember that they will integrate GAA transistor For the first time in its history.
Instead, Samsung already owns it. 3 nm GAA and volumethey are overcoming production problems and are already getting More than 50% efficient chips, something that AMD might be interested in with its second generation from 2024, with more polish, higher performance and lower consumption. This is exactly what NVIDIA has done since two months ago, the industry boomed, because unlike AMD, it is rumored that it intends to use the first 3 nm for its future GPUs, we do not know for certain In its chiplets, or directly in a chain of it.
In any case, working with Samsung means optimizing its skin and design for the scanner, learning from it and seeing how the Koreans work. enter the back door with you 14 nm LPP This is the first step in assessing the situation and cost with more advanced nodes, ensuring production, good prices and perhaps looking into the future with Samsung at the forefront of high performance.