Samsung Is in Talks With AMD to Supply 2nm Chips, Potentially for EPYC Venice CPUs, as the Foundry Emerges as a Serious TSMC Challenger - Wccftech

Samsung Is in Talks With AMD to Supply 2nm Chips, Potentially for EPYC Venice CPUs, as the Foundry Emerges as a Serious TSMC Challenger

Samsung Foundry is reportedly negotiating with AMD to manufacture next-generation CPUs on its 2nm SF2 process, signaling a bid to regain momentum against market leader TSMC.

Key takeaways:

• Samsung and AMD are evaluating SF2 for a next-gen CPU, likely EPYC "Venice" for data centers, per Sedaily.
• A contract decision is targeted around January next year, contingent on meeting AMD’s performance requirements; industry expectations lean positive.
• TSMC’s tight capacity is pushing major chip designers toward dual-sourcing strategies as AI demand surges.

What’s happening
Sedaily reports that Samsung and AMD are in active talks to use Samsung’s 2nm (SF2) node for a forthcoming CPU. While the specific product isn’t officially named, industry chatter points to EPYC Venice, AMD’s next major 2nm data center lineup, currently associated with TSMC’s 2nm. With TSMC capacity heavily constrained, Samsung’s improved process and readiness make it a plausible second source.

Why AMD might pick Samsung now

• Capacity relief: TSMC’s advanced-node lines are in high demand, creating allocation challenges for large customers.
• Competitive SF2: Samsung’s 2nm process is positioned as a credible alternative after ongoing foundry improvements.
• Momentum: Samsung has reportedly landed meaningful wins with Apple and Tesla in recent months, boosting confidence in its external foundry business.

Which AMD products are in scope?

• Most likely: EPYC "Venice" data center CPUs that leverage 2nm.
• Possible later: Olympic Ridge consumer CPUs. Their expected late-2026 timing makes them less likely to be the immediate focus, but success with EPYC could expand Samsung’s role.

Bigger picture: Dual-sourcing is back
With AI fueling unprecedented chip demand, leading fabless firms like AMD increasingly need multiple advanced-node sources. Beyond Samsung, Intel Foundry’s 18A and 14A nodes are emerging options, though many customers are waiting to see internal Intel product results before committing.

What’s next
Samsung is expected to prototype AMD chips soon. If SF2 hits AMD’s targets, a contract could be finalized around January, paving the way for production and a more balanced supply strategy across foundries.

Source: https://wccftech.com/samsung-is-in-talks-with-amd-to-supply-a-2nm-process/