According to a new report from Taiwan's DigiTimes, sources close to the matter believe that the close relationship between Apple and TSMC 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 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 chips are now found in four of the top ten most powerful supercomputers according to the latest edition of the Top 500 list which ranks the world's most powerful supercomputers on a biannual basis.
Moving away from TSMC
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 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 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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After working with the TechRadar Pro team for the last several years, Anthony is now the security and networking editor at Tom’s Guide where he covers everything from data breaches and ransomware gangs to the best way to cover your whole home or business with Wi-Fi. When not writing, you can find him tinkering with PCs and game consoles, managing cables and upgrading his smart home.