Dec. 15, 2025 –
Samsung is stepping up efforts to close the gap with TSMC in its foundry business and is reportedly gaining momentum in securing major customers. According to Sedaily, industry sources say Samsung Electronics’ Device Solutions (DS) Division, through its Foundry Business Unit, is in talks to manufacture AMD-designed chips using Samsung’s second-generation 2nm (SF2P) process. As the report notes, a final decision on whether to move forward with a formal contract is expected around January next year, although industry sources view actual production as highly likely.
Samsung Foundry Momentum Builds on AMD Discussions
The report notes that, as part of these discussions, Samsung plans to produce AMD chips in the near term through a multi-project wafer (MPW) run—a process that combines designs from multiple companies or institutions onto a single wafer. Through this approach, the two companies will evaluate whether Samsung’s SF2P technology can meet AMD’s performance requirements.
The chip involved is believed to be AMD’s next-generation server CPU, EPYC Venice, as noted by Global Economic News. Global Economic News further notes that if Samsung Foundry meets the performance requirements of AMD’s EPYC Venice CPU, it could significantly increase the likelihood that AMD will adopt a dual-foundry strategy—using both Samsung and TSMC—for its consumer CPUs, including the “Olympic Ridge” Ryzen lineup, which may be launched after the end of 2026.
Meanwhile, Edaily notes that the two companies have formed a strong “AI chip alliance.” According to the report, while Samsung Electronics has struggled to break into NVIDIA’s HBM supply chain, it has instead built a solid HBM partnership with AMD. Samsung Electronics is currently supplying fifth-generation HBM3E 12-layer products for AMD’s flagship AI accelerator, the MI350, and is also viewed as holding an advantage in sixth-generation HBM4, which is expected to be incorporated into the next-generation MI450.
TSMC Capacity Constraints Potentially Lift Samsung Foundry Outlook
Samsung’s foundry business has recently shown signs of recovery after securing major orders from big tech customers such as Tesla and Apple. Sedaily notes that landing AMD as a client would be expected to further strengthen this upward momentum. Industry sources cited in the report add that, as orders continue to accumulate, TSMC is struggling to accommodate additional volume, while rising manufacturing prices are making Samsung an increasingly attractive alternative foundry.
According to TrendForce, in the 3Q25 global foundry revenue rankings, TSMC held a 71.0% market share, while Samsung accounted for 6.8%.