Group 1 - TSMC's Arizona plant has secured a significant order from AMD, which will shift its EPYC server production from Samsung to TSMC's 4nm process [1] - Major tech companies like Apple and NVIDIA have also announced plans to utilize TSMC's Arizona facility for chip production [1] - AMD's upcoming sixth-generation EPYC processors will be produced using TSMC's 2nm technology, making AMD the first high-performance computing (HPC) client for TSMC's 2nm process [1] Group 2 - AMD had previously collaborated closely with Samsung on the SF4X process for various products, including EPYC CPUs, Ryzen APUs, and Radeon GPUs, but it is unclear if this partnership has ended entirely [2] - Samsung's need to establish a reputation in the semiconductor industry makes AMD's withdrawal a significant setback for the South Korean company [2] - AMD is also working with TSMC to produce the "Venice" server CPU using 2nm technology and is focused on the Ryzen 9000 series consumer CPUs [2]
AMD弃三星转投台积电:美国亚利桑那州厂获EPYC服务器大单