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AMD considers Samsung Foundry for 2nm and 4nm chip production following executive meeting

Thursday, December 25, 2025 at 10:25 AM

Samsung Electronics Chairman Lee Jae-yong reportedly met with AMD CEO Lisa Su during a recent trip to North America. The discussions allegedly centered on AMD potentially outsourcing the production of advanced CPU and GPU products to Samsung Foundry using 2nm and 4nm process technologies.

Context

Samsung Electronics and AMD are pivoting their partnership, winding down mobile GPU collaboration as Samsung targets in-house GPU development by 2027. Strategic focus has shifted toward HBM4 and advanced foundry services. AMD is currently conducting quality tests for Samsung’s 6th-generation memory while utilizing HBM3E for its MI350X AI accelerator, which carries 288GB of memory. This allows AMD to diversify its supply chain and reduce current heavy reliance on SK Hynix. In the foundry sector, AMD is moving beyond mid-range products to explore Samsung’s 2nm and 4nm processes for advanced CPUs and GPUs. This transition follows production bottlenecks at TSMC, which has reached maximum capacity. By leveraging Samsung for both memory and logic manufacturing, AMD secures a critical dual-track supply chain to challenge Nvidia’s AI market dominance. Recent high-level executive meetings between the firms confirm this deepening alliance as AMD targets an expanded role in the AI accelerator market through 2025.

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