Lisa Su, AMD’s CEO, visited Samsung’s campus in Pyeongtaek, South Korea, in March. At that time, some Asian media considered the possibility that the purpose of this visit was to negotiate an agreement. about 2nm node from this semiconductor manufacturer. And it has just been confirmed: according to DigiTimes AsiaSamsung is going to manufacture 2nm chips for AMD. We still don’t know for sure what products these will be, but they will possibly be next-generation processors. EPYC Venice and Summer.
Venice will incorporate Zen 6C cores and will be able to integrate a maximum of 256 cores distributed in eight CCDs (Core Complex Die). An important note: CCDs incorporate the cores and the cache memory subsystem, among other essential elements of the CPU. On the other hand, the EPYC Verano processors will arrive in 2027 and will work hand in hand with the Instinct MI500 GPUs in data centers to artificial intelligence (AI). Curiously, when AMD presented the EPYC Venice family in April 2025, it announced that TSMC would manufacture these chips in its 2nm node.
Nvidia dominates the AI GPU market, but AMD is doing increasingly better in this sector. And the company led by Lisa Su has closed the first quarter of 2026 with revenues of 10.25 billion dollarsa figure that represents an increase of 38% compared to the same period in 2025. Its data center division has invoiced 5.8 billion dollarswhich represents a growth of 57% compared to the same stage last year. These figures reflect an unappealable reality: sales of EPYC processors and Instinct GPUs are growing.
TSMC can die of success
The agreement that AMD and Samsung have agreed upon has arrived just a week after the leak that maintains that Apple is exploring the possibility that Intel and Samsung manufacture the advanced chips for their devices in the US. In all likelihood, the loss of influence and priority in the TSMC production chain that it has maintained for more than a decade has led to this decision. Now Nvidia has these privileges.
The agreement that AMD and Samsung have agreed upon does not imply that Lisa Su’s company will stop being a TSMC client
Whatever the agreement that AMD and Samsung have agreed upon, it does not imply that Lisa Su’s company will stop being a TSMC client. At least not in the medium term. In all likelihood, what AMD is looking for is to diversify and increase its production capacity in a context in which Nvidia and Apple largely monopolize TSMC’s 2nm nodes.
The latter are so in demand not only by Nvidia and Apple, but also by Qualcomm, Google or AMD itself, that they cannot cope. TSMC is doing very well, there is no doubt, but everything seems to indicate that its inability to satisfy the demand of its most advanced nodes is going to cause it to lose certain orders from some of its customers.
Of course, Samsung has a big challenge ahead to build customer loyalty and attract more chip designers to its 2nm nodes. Currently the per wafer performance of its 2nm nodes ranges around 55%so it is below the 60% threshold that needs to be reached to ensure node profitability and attract more customers. The per-wafer performance of TSMC’s 2nm nodes, however, ranges between 60 and 70%which places this Taiwanese company, which is Samsung’s biggest competitor and the leader of the chip manufacturing industryin a very favorable position when it comes to attracting new clients.
Image | amd
More information | DigiTimes Asia
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