TSMC and GlobalFoundries are still AMD’s main foundries until 2025

by ddos · January 10, 2023

There is no doubt that TSMC will still produce CPUs, GPUs, SoCs, and FPGAs for AMD in the next few years, such as using N3, N4, and N5 processes to manufacture chips based on Zen 4 and Zen 5 architectures. At the same time, GlobalFoundries, which is separated by itself, will use 14LPP and 12LP processes to produce old chips like the Zen+ architecture.

According to DigiTimes, TSMC and GlobalFoundries are expected to remain AMD’s main foundry partners until 2025. However, AMD will also put Samsung into the supply chain, which has received a small number of APU and GPU orders, which are manufactured using a 14nm process. Since GlobalFoundries obtained 14LPE and 14LPP technology through Samsung authorization, it also makes it easier for AMD to introduce dual suppliers to old products.

GlobalFoundries has stopped researching and developing advanced processes since 2018, and instead chose professional special processes. When AMD’s demand for processes advanced to below 10nm, TSMC received most of the orders.

GlobalFoundries currently has a high capacity utilization rate and is busy producing chips for Intel, Qualcomm, MediaTek, and NXP, while AMD may hope to better allocate orders through Samsung’s 14nm process. Considering the current global instability, AMD may further try to use Samsung’s advanced technology to replace TSMC in the production of some chips, making the supply chain more abundant. In the long run, AMD is likely to explore the possibility of introducing Intel Foundry Services (IFS), as other chip design companies have done.

TSMC and GlobalFoundries are still AMD’s main foundries until 2025

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