AMD Expands Partnership with Samsung, New 3nm Chips to Boost Market Share
Portfolio Pulse from Anusuya Lahiri
AMD is expanding its partnership with Samsung to develop 3nm chip processing technology, which could help Samsung narrow its market share gap with TSMC. AMD CEO Lisa Su announced plans to mass-produce next-generation chips using 3nm GAA technology. The partnership includes integrating AMD’s Radeon graphics into Samsung’s Exynos processors and providing HBM chips and turnkey packaging services. AMD's stock has gained 37% in the last 12 months.
May 29, 2024 | 11:41 am
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POSITIVE IMPACT
AMD is expanding its partnership with Samsung to develop 3nm chip processing technology, which could boost its market share and revenue. The partnership includes integrating AMD’s Radeon graphics into Samsung’s Exynos processors and providing HBM chips and turnkey packaging services.
The expanded partnership with Samsung on 3nm technology and integration of Radeon graphics into Exynos processors is likely to enhance AMD's market position and revenue streams.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Investors can gain exposure to AMD's growth through the Invesco AI And Next Gen Software ETF, which includes AMD in its portfolio.
The ETF includes AMD, and the positive news about AMD's partnership with Samsung could benefit the ETF's performance.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 30
POSITIVE IMPACT
Investors can gain exposure to AMD's growth through the iShares Semiconductor ETF, which includes AMD in its portfolio.
The ETF includes AMD, and the positive news about AMD's partnership with Samsung could benefit the ETF's performance.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 30
NEUTRAL IMPACT
Apple, a major client of TSMC's 3nm technology, might face indirect impacts from the increased competition between TSMC and Samsung.
While Apple is not directly involved, the increased competition between TSMC and Samsung could have indirect effects on its supply chain and pricing.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Qualcomm, another major client of TSMC's 3nm technology, might face indirect impacts from the increased competition between TSMC and Samsung.
Similar to Apple, Qualcomm might experience indirect effects on its supply chain and pricing due to the increased competition between TSMC and Samsung.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
The collaboration between AMD and Samsung on 3nm technology could pose competitive pressure on TSMC, as Samsung aims to narrow its market share gap with TSMC.
Samsung's advancement in 3nm technology with AMD's support could challenge TSMC's market dominance, potentially impacting TSMC's market share.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 70