Samsung is looking to link up with AMD to supply its latest 2nm process chips. After a tough couple of years, Samsung Foundry aims to regain traction in the foundry industry, which has long been dominated by TSMC. Reports suggest both companies are working on next-gen CPUs, particularly the EPYC Venice lineup.
This deal could be finalized in January 2026, depending on whether Samsung’s performance meets AMD’s high standards. With TSMC struggling to keep pace with demand, Samsung’s improved manufacturing capabilities make it an appealing alternative for AMD. Samsung’s recent contracts with Apple and Tesla hint at a growing foothold in the market.
Samsung’s Comeback in Foundry Space
Samsung has had a tough time competing for customer contracts in the foundry market, where TSMC has long been the leading choice for tech giants like Apple and AMD. But recent supply issues at TSMC are making companies like AMD consider alternatives more seriously.
As Samsung ramps up its foundry operations, talks with AMD could pave the way for production of the EPYC Venice CPUs, which are currently being manufactured by TSMC. The shift could alleviate pressure from TSMC and help AMD meet its upcoming product deadlines.
Potential for Multiple Chip Collaborations
Besides the EPYC Venice CPUs, there’s speculation about Samsung possibly also making chips for AMD’s Olympic Ridge CPUs, expected to launch later in 2026. However, current talks seem more focused on the datacenter CPUs.
If things go well, we could see future product lines from AMD, like Olympic Ridge, considering Samsung alongside TSMC for production, especially as demand for AI-related technologies continues to rise.
