AMD Moves Away from Samsung Foundry, Shifts 4nm EPYC Server CPU Orders to TSMC Arizona

Samsung Foundry is facing mounting challenges, as new reports indicate that AMD has decided to retract its 4nm orders, opting instead to collaborate with TSMC for production. This shift highlights a significant pivot within the semiconductor landscape.

AMD Shifts Focus to TSMC’s US Operations, Impacting Samsung Foundry Partnership

Despite Samsung’s efforts to penetrate the market with various process nodes, the company has struggled to achieve the same level of visibility and adoption as its Taiwanese rival, TSMC. According to a tweet from @Jukanlosreve, AMD’s decision to withdraw its 4nm orders from Samsung Foundry appears to be driven by Samsung’s underwhelming performance and TSMC’s increasingly attractive operations in the United States.

Update: AMD has decided not to use Samsung Foundry’s SF4X process.https://t.co/89L8UneRTz

— Jukanlosreve (@Jukanlosreve) May 4, 2025

AMD’s collaboration with Samsung initially seemed promising, covering not only EPYC server processors but also Ryzen APUs and Radeon GPUs. The partnership was strategically designed to diversify sourcing options. However, the momentum behind this collaboration appears to be dwindling. Although it remains unclear if the abandonment pertains exclusively to the EPYC line or extends further, the cooling interest in Samsung Foundry is a troubling sign for the company, which is striving to enhance its standing in the competitive chip industry.

TSMC’s facility in Arizona is currently ramping up production of its 4nm nodes, which will likely become the new home for AMD following the transition from Samsung. AMD has reportedly already placed orders for its upcoming “Venice”server CPUs built on the advanced 2nm process and is concurrently developing the Ryzen 9000 series consumer CPUs. This evolving partnership with TSMC could position AMD for significant advantages in the near future, especially since AMD was one of the pioneers to secure early access to the 2nm technology.

At present, the situation appears less than favorable for Samsung Foundry, yet there are glimmers of hope on the horizon. Recent indications suggest that companies like NVIDIA are expressing renewed interest in Samsung’s 2nm processes. Additionally, improvements in yield rates have been reported, which may enhance Samsung’s competitive edge moving forward.

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