This is not the first year AMD has mentioned Samsung Electronics in its annual reports as a partner in the production of graphics solutions, although it may well be about the supply of memory chips. In the second half of next year, according to analysts, the cooperation between the companies could move to a new level & ; Korean contractor may receive orders for the production of 4-nm AMD processors for Chromebooks.
This forecast is held by the analysts of J.P. Morgan, an extract from the report, which was published by Marc Moeldner on his Twitter page. This type of product will be produced in limited quantities, and for AMD it will probably be just a "test run" before a more serious stage of cooperation with Samsung. Already in 2023-2024 years, AMD may entrust Samsung to produce 3-nm products, which will include both graphics and CPUs, according to experts from J.P. Morgan. More precisely, at least part of the order may go to Samsung, because TSMC simply may not have enough capacity for all. It is unlikely the mass production of 3nm AMD products will become earlier than 2024, because the company TSMC only has to master the production of 5-nm AMD products in the second half of 2022. Along the way, experts predict that NVIDIA will return to TSMC for the production of its gaming graphics processors generation Ada Lovelace (GeForce RTX 4000), which will be produced on 5-nm technology by the Taiwan contractor. As is known, now gaming GPUs with Ampere architecture for NVIDIA produces on 8-nm technology, and server compute gas pedals on 7-nm technology produces TSMC. It is assumed that by the second half of next year the 5nm TSMC processor process will be transferred to AMD graphics processors. Intel will produce its graphics card chips using 6nm technology at TSMC facilities. In 2023 the processor giant will start ordering TSMC to produce some chips at 3nm technology, which can be used in CPUs, and graphics, as well as programmable matrices. Qualcomm has already made no secret that it will produce its flagship Snapdragon 8 Gen 1 mobile processors using 4nm TSMC technology, and by 2024 the first 3nm Qualcomm products will be built on the TSMC assembly line. In 2023 there will be the first 3nm Apple processors made by TSMC for mobile devices and computers of this American brand. At the same time the Taiwanese contractor will master the production of modems Apple's own design. According to J.P. Morgan representatives expect that TSMC will control up to 90% of the world market of 5nm products manufacturing services, as well as at least 80% of the market of 3nm contract manufacturing services.