Samsung May Manufacture AMD's 2nm Chips

According to Korean media Sedaily, AMD is reportedly in discussions with Samsung's foundry division for potential collaboration on its 2nm (SF2) process, possibly moving production of the EPYC Venice CPU to Samsung.

The report highlights that Samsung's foundry has recently secured multiple contracts with high-profile clients such as Apple and Tesla, significantly boosting its momentum in attracting external projects. AMD and Samsung are said to be evaluating whether the 2nm process can meet the required performance standards, with a final agreement expected around January 2026.

AMD's upcoming products targeted for 2nm technology include the EPYC Venice CPU and Instinct MI400 GPU, while the consumer-focused Olympic Ridge CPU is planned for release by the end of 2026.

Previously, AMD had announced plans to have the EPYC Venice CPU manufactured at TSMC's 2nm process. However, Samsung's 2nm capabilities may also meet AMD's requirements, increasing the likelihood that Olympic Ridge could be produced using Samsung's 2nm nodes.

With growing demand driven by AI workloads and TSMC's limited production capacity, fabless companies like AMD are expected to adopt multi-sourcing strategies for advanced nodes. Samsung presents a viable option, while Intel's foundry services could also be considered, though competition between the two may reduce the likelihood.