AMD

Can't feed the AI beast without cannibalizing their other products. I figured higher margin "AI" chips would eat into the capacity for other products but still raise revenue due to margins. i.e. AMD would give up some CPU share. Shifting it to samsung is probably the better idea. Their gaming GPU market is probably going to get shafted on volume.

Everyone in here speculating what it's going to be used for, first line, processors based on zen 5c. So either future budget parts or server

Did anyone in this thread read the article? Lmfao

Ultimately this would make sense. Large portions of the 3nm manufacturing node from TSMC are currently bought up by Apple in the short term, so this will at least allow for them to purchase 4nm from TSMC while still furthering with 3nm from Samsung.

The subtitle of the article. "AMD's Prometheus to be made both by TSMC and Samsung".

Reddit is an interesting place .....

This seems to follow the rumor from earlier in the year...

https://www.techpowerup.com/308065/amd-to-shift-some-of-its-4-nm-cpu-silicon-fabrication-to-samsung-from-tsmc. May 1st report date

this is fucking because of apple, this greedy companies keep for itself almost all the best wafers !

Before people panic this could be for I/O die or lower tier parts.

Don’t panic about the 9800X3D just yet

It is possible that Samsung might have matched TSMC yields and performance at low power, thus it makes sense to put low power dies on it because I bet Samsung must have given AMD some substantial discount for it compared to TSMC 3 and 4nm similar to what they did to persuade Nvidia for the 3000 series

Wow... AMD started to get a lot of fucking orders....

"The report from DigiTimes claims that AMD is set to produce Zen 5c-based 'Prometheus' at two contract semiconductor chipmakers: Samsung Foundry and TSMC. The former is reportedly projected to make 'basic' versions of Prometheus on one of its 4nm-class process technologies, whereas the latter is expected to manufacture 'more advanced' versions of Prometheus on a 3nm-class production node."

TLDR: Rumor is that Samsung is making 4nm chips Zen5c chips for AMD alongside TSMC as a second source. Other rumor is that Samsung will make the basic, less good Zen5c, while TSMC will make the more advanced, more good Zen5c.

It's not a long article though, so if you want more details, it's probably worth clicking through to skim.

Interesting. My speculation previously was that AMD would use Samsung to produce lower end GPUs and APUs, freeing TSMC for higher performance parts. Not sure what these reported Zen 5c parts will be.

In any case, I think it makes sense for AMD to diversify.

Prometheus on 4nm, Samsung 4nm? While also on TSMC 3nm?

I'm pressing X on this one.

If they are buying Samsung 4nm it's probably just to put zen4c on.

I was quite shocked to hear that AMD reportedly has orders for Samsung because TSMC and AMD are very strong partners. Other for Wafer constraints in high end TSMC nodes (Like AMD says: TSMC pls take money to make CPU. And TSMC responds: Nope, we are at 100%) I can't imagine any reason AMD would do this, and that TSMC would let them get away with it. In the past TSMC has "punished" companies for producing somewhere else (including NVIDIA and Qualcomm)

Most likely zen 5c will be used for laptops

Please no. TSMC is just king.

This is great news, it's good to have orders spread out and more competition between foundries. I also feel like AMD has been very conservative with their wafer orders in recent years and missed out on a big number of revenue because of it in OEM, laptop and gaming dGPU markets

Oh no, the X3D chips are already hard to deal with (heat wise), now Samsung gonna make us need Air Conditioning units to cool the chips.

I wonder if these will go to the their next GPU

As long as the CCD is made by TSMC, I think it’ll be fine.