Samsung

AMD may be turning to Samsung’s 2nm process as it seeks to diversify beyond TSMC

Published

5 months ago

January 24, 2026

Zoro

AMD explores Samsung’s 2nm process to diversify its supply chain and mitigate rising TSMC costs. A strategic shift that could reshape the semiconductor industry.

AMD

may be turning to Samsung’s 2nm process

as it seeks to diversify beyond TSMC

While TSMC’s dominance

in advanced chip manufacturing has provided industry stability

, it has become a double-edged sword

. When a single entity controls the majority of cutting-edge process nodes, chipmakers are left with fewer alternatives, a dynamic that inevitably drives up costs

Compounding this issue, TSMC has signaled plans to increase foundry prices

over the next three years, placing additional financial pressure

on the companies that rely exclusively on its production lines

Consequently, it is no surprise that major brands are scouting for alternatives

, with Samsung

emerging as a strong contender. The company has already secured significant contracts with Apple

and Tesla

, and fresh reports suggest AMD is poised to become its next major client

AMD eyes Samsung’s 2nm fabrication

According to reports from South Korea

, AMD is considering Samsung’s 2nm process for future silicon

. The discussions appear serious, with Samsung Chairman Lee Jae-yong expected to meet personally with AMD CEO Lisa Su

to negotiate the partnership.

This potential pivot isn’t entirely unexpected

. Dr. Su has previously alluded to AMD’s desire for a diversified supply chain

, though Samsung’s historical struggles with yield rates previously made them a risky partner

for high-value orders.

However, the narrative seems to be shifting at the 2nm node

. Samsung’s manufacturing process reportedly offers improved stability

, with its initial 2nm silicon garnering positive feedback

regarding both yield and performance capabilities

Crucially, AMD is expected to adopt a calculated approach

rather than jumping in at the ground floor. The company is reportedly bypassing the initial rollout to target Samsung’s second-generation 2nm node, designated as SF2P