AMD Reportedly Drops Samsung Foundry in Favor of TSMC's 4nm Production in Arizona

Samsung Foundry's challenges continue to grow, with AMD reportedly shifting its 4nm chip orders to TSMC's U.S. facilities, according to Wccftech. The appeal of TSMC's American operations might be a key factor behind AMD's decision, as the report notes.

www.trendforce.com, May. 06, 2025 – 

Samsung Foundry’s challenges continue to grow, with AMD reportedly shifting its 4nm chip orders to TSMC’s U.S. facilities, according to Wccftech. The appeal of TSMC’s American operations might be a key factor behind AMD’s decision, as the report notes.

AMD had reportedly been working closely with Samsung on the SF4X process—not only for EPYC server CPUs, but also for Ryzen APUs and Radeon GPUs—as part of its dual-sourcing strategy. However, that collaboration now appears to be collapsing, the report indicates.

While it remains unclear if the move affects only EPYC chips, AMD’s overall confidence in Samsung Foundry seems to be waning. The company has chosen not to proceed with mass production on Samsung’s 4nm process for GPUs due to concerns over process stability, as suggested by the report.

AMD continues to rely heavily on TSMC, including for its next-generation 2nm “Venice” chips. In April, the company announced that “Venice” will be the first HPC processor to use TSMC’s advanced 2nm node. The chip has completed validation at TSMC’s new Arizona fab and remains on track for a 2026 launch.

According to TrendForce, AMD’s reliance on a single foundry—amid rising geopolitical risks—could push it and others to explore alternative manufacturing partners in the future. For now, however, TSMC maintains a clear lead in yield, performance, production capacity, and process reliability.

Meanwhile, as noted by Korean media outlet The Bell, citing sources, Samsung Electronics has achieved an initial yield of over 30% in its SF2 (2nm) test production—exceeding expectations. The company aims to stabilize the process in the second half of 2025 to prepare for mass production of the Exynos 2600, the report adds.

Building on that progress, Samsung is reportedly in the final stages of securing a deal to manufacture Qualcomm’s Snapdragon 8 Elite 2 using its next-generation 2nm process, according to Sedaily.

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