Rumored: AMD may become Samsung’s first 3nm customer

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In the third quarter of 2021, AMD’s revenue was $4.313 billion, achieving a 54% year-on-year growth, which was also an increase of 12% compared to the $3.850 billion in the previous quarter. This is AMD’s six consecutive quarters of revenue growth, and once again broke the single-quarter revenue record. In the first three quarters of 2021, AMD’s cumulative revenue reached $11.5 billion.

AMD expects revenue in the fourth quarter of 2021 will continue to climb, reaching $4.5 billion, an increase of approximately 39% year-on-year. IC Insights expects AMD’s revenue to grow by 65% ​​this year. The final annual revenue will exceed $16 billion, and the growth rate will be among the best in the list of the top ten semiconductor companies in 2021. The main driving force is the data center business. Compared to 2020’s revenue of $9.8 billion and an annual growth rate of 45%, AMD’s performance in 2021 is even stronger.

According to DigiTimes reports, Samsung has previously announced that it will mass-produce the 3nm GAA process in the first half of 2022 but did not disclose who will become the first customer. As TSMC has been implementing Apple’s priority strategy, coupled with Intel’s participation, it may affect the future N3 production capacity allocation. Samsung may establish new partnerships with Qualcomm and AMD, one of which may become the first customer of the 3nm GAA process

According to Samsung, the new GAAFET full-surround gate transistor process will be introduced at the 3nm process node. The first generation of the 3nm process has been postponed to the first half of 2022, and the second generation of the 3nm process will be mass-produced in 2023. TSMC will still use FinFET transistors in the N3 process node. It is expected to mass-produce the N3 process node in the second half of 2022 and plans to launch an enhanced 3nm process called N3E. The mass production time is the second half of 2023.

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