US-based AMD (opens in new tab) may be enlisting Korean tech giant Samsung (opens in new tab) to build its first 3nm chips instead of Taiwan Semiconductor Manufacturing Company (TSMC).
According to a new report from Taiwan's DigiTimes, sources close to the matter believe that the close relationship between Apple and TSMC (opens in new tab) is why AMD is allegedly considering going with Samsung to manufacture its 3nm chips instead.
At the same time, AMD's semiconductor business has seen strong growth this year with the research firm IC Insights (opens in new tab) estimating that it could grow its revenue by 65 percent this year. During the first three quarters of this year, the chipmaker has brought in a total of $11.5bn in revenue and if IC Insights' predictions come to be, AMD will bring in $4.5bn in Q4 2021.
AMD's growth is fueled by strong data center sales and its EPYC server (opens in new tab) chips are now found in four of the top ten (opens in new tab) most powerful supercomputers according to the latest edition of the Top 500 list (opens in new tab) which ranks the world's most powerful supercomputers on a biannual basis.
Moving away from TSMC
In addition to Samsung, it also appears that Qualcomm (opens in new tab) is interested in 3nm chips from Samsung according to a separate report from DigiTimes.
The publication's sources believe that TSMC's close relationship with Apple has also left Qualcomm dissatisfied and it too could enlist Samsung to build 3nm chips.
The Taiwanese semiconductor manufacturer believes that it will begin production using its 3nm manufacturing process during the first half of next year. Wccftech (opens in new tab) notes that TSMC is often believed to give Apple preference when it comes to procuring semiconductors made using its newest technologies due to their close relationship and this has allowed the iPhone (opens in new tab) maker to ship devices with the latest processors.
While Samsung is expected to begin shipping devices that use its 3nm chips during the first half of next year, TSMC is a bit behind as it will start 3nm production in the second half of next year with products using its latest chips showing up in 2023. By switching from TSMC to Samsung, both ARM and Qualcomm could end up getting their hands on 3nm chips faster without having to compete with Apple for them.
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Via Wccftech (opens in new tab)