Samsung Foundry, the semiconductor chip manufacturing arm of Samsung Electronics, is making a comeback in the chip foundry market. After losing several key clients, including Apple, Nvidia, and Qualcomm, to rival TSMC, Samsung is now poised to reclaim some of its lost ground.
Samsung's 4nm Chip Fabrication Technology
The turnaround is being attributed to Samsung's significant improvements in its 4nm chip fabrication technology. Reportedly, the company has managed to match TSMC's yield and performance for 4nm chips.
AMD Chooses Samsung Foundry for Zen 5c Chips
This progress has caught the attention of AMD, which has reportedly decided to use Samsung Foundry's 4nm process for its next-generation Zen 5c processors. The lower-end models in the Zen 5c lineup are expected to be made using Samsung's 4nm process, while the higher-end models will utilize TSMC's 3nm process.
Potential for Future Collaboration
The successful production of AMD Zen 5c chips by Samsung could potentially open the door for AMD to consider Samsung Foundry's new 3nm GAA process in future endeavors. Kim Yang-paeng, a researcher at the Korea Institute for Industrial Economics and Trade, believes that "if Samsung successfully secures an order for AMD's 4-nano chips this time, it will pave the way for transactions in the 'big chip' field for servers, where Samsung has traditionally been less dominant. In the future, cutting-edge processes like 3-nano could become a reality for Samsung, further expanding its influence within the industry."
