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AMD Eyes Samsung 2nm Tech as Alternative in Tackling Wafer Supply Constraints With Talks in “Advanced Stages”

TL;DR AI

Key summary

2 min read
  1. AMD is reportedly in advanced talks with Samsung for 2nm manufacturing of future AI CPUs and accelerators.

  2. The potential deal would cover next-gen chips like Venice and Verano as AMD looks beyond TSMC for more capacity.

  3. Rising AI demand and tight wafer supply are pushing major chipmakers to diversify production across more foundries.

  4. A win would be a notable boost for Samsung’s 2nm/GAA foundry business and a high-profile customer victory.

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