In what is entirely in line with rumors that have been swirling fairly persistently, AMD appears to have settled on Samsung's chip fabrication arm to produce its next-gen 2nm CPUs, Venice and Verano, as per the outlines of a fresh speculative reverie, this time from Daishin Securities.

AMD best fits the contours of a fresh rumor that suggests Samsung has just won an order for 2nm CPUs

The prolific tipster Jukan has just cited Daishin Securities to note that Samsung has likely won a new order for 2nm notebook CPUs.

While Daishin only referenced a "North American fabless customer," Jukan later posited that "it looks like AMD."

Of course, such a development will not come as a surprise to our prized readers. After all, we reported just last week that AMD was in active discussions with Samsung over the contours of a possible order. In fact, AMD's Lisa Su visited Samsung's Pyeongtaek foundry plant not too long ago to personally undertake an evaluation of Samsung's capabilities.

before their planned launch deadlines. There is also a possibility that AMD might be eyeing a preferential access to the all-too-precious DRAM - also manufactured by Samsung - as a part of this arrangement.

For the benefit of those who might not be aware, AMD's 2026-launching Venice sports up to 256 "Zen 6C" cores, organized in eight CCDs (Core Complex Dies), with each such die featuring 32 cores. Meanwhile, Verano will be a variant of Venice that is specifically designed for Agentic AI workloads such as inferencing, and is likely to launch in 2027. It will serve as the host CPU for AMD's Instinct MI500-series GPUs, and is expected to leverage the advanced Zen 7 architecture.

There is some lingering uncertainty as to whether AMD is using Samsung as a backstop or a concurrent partner alongside TSMC. If it's the former, Samsung will likely only see muted volumes. If it's the latter, however, AMD might choose to split the production cadence of Venice and Verano between TSMC and Samsung. Of course, much depends on the critical yields that Samsung's 2nm GAA process will offer.

At any rate, AMD does appear to be on a roll lately. As we detailed over the weekend, AMD has been able to juice its Q1 earnings by taking over the 4nm and 5nm capacity - recently vacated by Qualcomm and MediaTek - to manufacture its older 5nm CPUs in bulk volumes.

By: DocMemory
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