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According to a paper published by market analysis firm JP Morgan and shared on Twitter via @MarTheShark83, AMD “is likely to outsource a Chromebook CPU” to Samsung Foundry. AMD initially planned to collaborate with TSMC for the manufacturing of its Chromebook-grade CPU. But because TSMC has a limited capacity, AMD could partner with Samsung and use the Korean tech giant's 4nm production line instead.
This Samsung-built 4nm AMD CPU for Chromebooks could enter mass production in late 2022. Furthermore, the market research firm believes that AMD could also partner with Samsung for the production of a 3nm-based GPU in 2023 or 2024.
Although Samsung Foundry may win AMD as a client for a future 4nm Chromebook CPU and possibly a 3nm-based GPU, industry watchers estimate that TSMC — one of Samsung Foundry's main competitors — won't suffer massive casualties from losing these contracts. In fact, TSMC may be in a more favorable position than Samsung, as AMD core platforms for desktops, servers, and mobile will likely continue to be manufactured by TSMC rather than Samsung.
TSMC will reportedly benefit from semiconductor contracts with Qualcomm in 2022, 2023, and 2024. Furthermore, the chipmaker could earn back some market share from NVIDIA, the latter of which may collaborate with TSMC for the manufacturing of high-end gaming GPUs from the RTX 40X0 lineup.
Finally, Apple is also said to be the first to use TSMC's “N3” production line in 2023 for chipsets designed for future iPhones, iPads, and Macs. Analysts estimate that TSMC will continue increasing its market share for the next 4-5 years.
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Mihai is a blogger and column writer at SamMobile. His first Samsung phone was an A800 which took a lot of beating, and a part of him still misses the novelty of the clamshell design. In his free time, he enjoys watching shows, documentaries, and stand-up comedy; listening to music, taking walks, and occasionally playing old(er) video games.
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