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Can’t feed the AI beast without cannibalizing their other products. I figured higher margin “AI” chips would eat into the capacity for other products but still raise revenue due to margins. i.e. AMD would give up some CPU share. Shifting it to samsung is probably the better idea. Their gaming GPU market is probably going to get shafted on volume.
Did anyone in this thread read the article? Lmfao
Everyone in here speculating what it’s going to be used for, first line, processors based on zen 5c. So either future budget parts or server
Ultimately this would make sense. Large portions of the 3nm manufacturing node from TSMC are currently bought up by Apple in the short term, so this will at least allow for them to purchase 4nm from TSMC while still furthering with 3nm from Samsung.
The subtitle of the article. “AMD’s Prometheus to be made both by TSMC and Samsung”.
Reddit is an interesting place …
This seems to follow the rumor from earlier in the year…
https://www.techpowerup.com/308065/amd-to-shift-some-of-its-4-nm-cpu-silicon-fabrication-to-samsung-from-tsmc. May 1st report date
this is fucking because of apple, this greedy companies keep for itself almost all the best wafers !
Before people panic this could be for I/O die or lower tier parts.
Don’t panic about the 9800X3D just yet
It is possible that Samsung might have matched TSMC yields and performance at low power, thus it makes sense to put low power dies on it because I bet Samsung must have given AMD some substantial discount for it compared to TSMC 3 and 4nm similar to what they did to persuade Nvidia for the 3000 series
Definitely hoping that there will be a price reduction with using samsung, nvidia had really competitive MSRP(for nvidia) for the 30 series which used samsung, meanwhile look at the prices we are paying for the 40 series now.
also volume, something AMD is lacking to complete with Intel/Nvidia.
Wow… AMD started to get a lot of fucking orders…
“The report from DigiTimes claims that AMD is set to produce Zen 5c-based ‘Prometheus’ at two contract semiconductor chipmakers: Samsung Foundry and TSMC. The former is reportedly projected to make ‘basic’ versions of Prometheus on one of its 4nm-class process technologies, whereas the latter is expected to manufacture ‘more advanced’ versions of Prometheus on a 3nm-class production node.”
TLDR: Rumor is that Samsung is making 4nm chips Zen5c chips for AMD alongside TSMC as a second source. Other rumor is that Samsung will make the basic, less good Zen5c, while TSMC will make the more advanced, more good Zen5c.
It’s not a long article though, so if you want more details, it’s probably worth clicking through to skim.
Interesting. My speculation previously was that AMD would use Samsung to produce lower end GPUs and APUs, freeing TSMC for higher performance parts. Not sure what these reported Zen 5c parts will be.
In any case, I think it makes sense for AMD to diversify.
Oh no, the X3D chips are already hard to deal with (heat wise), now Samsung gonna make us need Air Conditioning units to cool the chips.
I wonder if these will go to the their next GPU