Tuesday, December 16, 2025
Industry sources indicate that Samsung’s Device Solutions Division, through its Foundry Business Unit, is negotiating to manufacture AMD-designed processors on its second-generation 2nm node, known as SF2P. A final decision on the partnership is expected as early as January.
Samsung is planning to fabricate AMD chips via a multi-project wafer (MPW) run - a method that combines designs from multiple companies on a single wafer to optimise costs and speed up development. The chip in question is believed to be part of AMD’s EPYC Venice series. If Samsung meets AMD’s performance benchmarks, analysts suggest the move could pave the way for AMD to adopt a dual-foundry strategy, sourcing consumer CPUs from both Samsung and TSMC.
Samsung has faced challenges in breaking into NVIDIA’s high-bandwidth memory (HBM) supply chain but has established a strong HBM partnership with AMD. Its foundry business has also shown signs of recovery, recently securing significant orders from major technology firms, including Tesla and Apple.
The potential deal comes amid growing pressure on TSMC, which is struggling to accommodate additional production volumes. Rising manufacturing costs across the industry have further strengthened Samsung’s position as an attractive alternative for chipmakers seeking diversification.
By: DocMemory
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