Let’s get started with AMD, and we got a wild rumor on our hands. Currently, AMD and other manufacturers such as Apple, Nvidia, and other big players, are in a huge battle for wafer allocation at TSMC. This is one of the main reasons for the huge lack of inventory that has been plaguing gamers for the last few months and that will plague us for the foreseeable future.
So it all comes down to TSMC’s capacity for AMD products. According to reports from analysts late last year, AMD and apple will be the 2 largest customers for TSMC this year, and apparently, AMD will takeover apple for the number one spot early next year.
But AMD has a large portfolio of products and according to the latest rumors. AMD might be considering Samsung as a chip manufacturer too. We know that the 2 are already cozy when it comes to their RDNA design for mobile products, so the relationship is already partially there.
What this rumor says is that AMD is in the midst of making a big change. Instead of possibly risking another shortage and cope with the possible limited production capabilities of TSMC, AMD would offload some APU and GPUmanufacturing by designing them for Samsung’s fabrication process.