Analyst Ming-Chi Kuo Posts On X "Is AMD considering using Samsung Foundry's 3nm GAA? The survey results are as follows: 1. There is currently no substantial progress between AMD and Samsung Foundry regarding 3nm GAA....."
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Analyst Ming-Chi Kuo posted on X that there is no substantial progress between AMD and Samsung Foundry regarding 3nm GAA technology. Even if cooperation starts now, TSMC's 2nm technology will be in mass production by the time 3nm GAA is ready. AMD is currently discussing using Samsung's 5nm technology for I/O-related chips for AI servers, but mass production is undecided.
June 05, 2024 | 4:48 pm
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Analyst Ming-Chi Kuo indicates no substantial progress between AMD and Samsung Foundry on 3nm GAA technology. AMD may prioritize TSMC's 2nm technology instead. Discussions on using Samsung's 5nm for AI server chips are ongoing but undecided.
The news suggests that AMD is not making significant progress with Samsung Foundry on 3nm GAA technology and may instead focus on TSMC's 2nm technology. This indicates a neutral short-term impact as there is no immediate change in AMD's strategy. The ongoing discussions about using Samsung's 5nm for AI server chips add some uncertainty but are not yet decided.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100