Samsung could manufacture AMD's next 4nm CPU and 3nm GPU beginning 2022

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.

The semiconductor market could still move in favor of TSMC

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.

Join SamMobile’s Telegram group and subscribe to our YouTube channel to get instant news updates and in-depth reviews of Samsung devices. You can also subscribe to get updates from us on Google News and follow us on Twitter.