What do you guys think of this article? Pure nonsense, or is it somewhat possible?
AMD moving some production to Samsung?
- Thread starter ta152h
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What do you guys think of this article? Pure nonsense, or is it somewhat possible?
I would call nonsense on that one. I have been spending time with some AMD people on panels and at conferences and Samsung never came up. Nvidia did bring up Samsung as in "I hope we never go back there!"
You can't jump from one foundry to another on leading edge nodes very easily especially TSMC to Samsung. There are strict security protocols etc... Also, TSMC does the packaging for AMD and TSMC does not do packaging for Samsung wafers.
"It sounds like AMD needs a secondary source of chips, too, because TSMC's 4nm node is operating at maximum capacity."
Where did that come from? Certainly not the earnings calls.
AMD capacity at TSMC is locked in, unless AMD needs more chips than the wafer agreement states, and I don't think that is the case based on AMD earnings.I think I know where it was pulled out of, but you probably don't want us posting stuff like that on this forum.Where did that come from? Certainly not the earnings calls.
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