AMD unlikely to switch orders to Samsung?

Posted on Thursday, February 04 2021 @ 11:15 CET by Thomas De Maesschalck
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Earlier this week there was a rumor about AMD considering to book more capacity at Samsung to solve some of its supply issues. DigiTimes spoke to industry sources and heard this is unlikely. The site claims the tight supply of AMD's processors is primarily caused by a shortage of ABF substrates:
AMD unlikely to transfer orders away from TSMC: AMD is unlikely to transfer its 5nm or 3nm chip orders from TSMC to Samsung Electronics, and its ongoing tight supply of processors is due mainly to ABF substrate shortages rather than insufficient capacity support from its current foundry partner, according to industry observers.
Yesterday we wrote Intel gained marketshare in the desktop and laptop CPU market in Q4 2020 because of AMD's supply issues. Both chip makers sold a lot more units but AMD wasn't able to maintain (let alone grow) its marketshare because production couldn't keep up with demand.




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