We could soon see Samsung announce another major partnership and it could be a game-changer. According to a new report, the South Korean tech giant is in talks with AMD to manufacture its next generation chipsets, potentially using Samsung’s second generation 2nm process. While the partnership is not final yet, sources suggest an agreement could be locked in as early as January 2026. Read on to know more about the deal.
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As per a report by Seoul Economic Daily, Samsung Electronics’ Device Solutions division is planning to manufacture AMD designed chipsets using its advanced SF2P 2nm process. Citing industry insiders, the publication claims that the two companies are currently in discussions, with a potential partnership timeline pointing towards January 2026.
The report adds that Samsung is expected to first manufacture a prototype chip for AMD using a multi project wafer setup. This approach allows multiple designs to be tested on a single wafer, helping chip designers validate performance before committing to large scale production. These chipsets are reportedly intended for AMD’s future CPU lineup.
However, the deal might not be without challenges. One of the key concerns is whether Samsung’s foundry can meet AMD’s performance targets at the 2nm node. This appears to be the main sticking point in finalising the agreement.
Interestingly, the report also suggests that rising production costs at TSMC are a major reason AMD is exploring alternatives. With TSMC reportedly increasing its manufacturing prices, chip designers are facing higher costs that eventually trickle down to end consumers. Diversifying foundry partners could help companies like AMD manage costs while also reducing reliance on a single manufacturer.
This trend is already visible across the industry. In July, Tesla signed a massive $16.5 billion deal with Samsung to manufacture its AI6 chips, which will power full self driving and autonomous features in future Tesla vehicles. These chips are being produced at Samsung’s new Texas facility.
Apple has also reportedly partnered with Samsung to manufacture next generation CMOS image sensors for future iPhones at the same Texas plant. Together, these deals highlight Samsung’s growing push to position its foundry business as a serious alternative to TSMC.
For now, nothing is official. But with January 2026 being mentioned as a possible timeline, we won’t be surprised if we get to hear something soon.
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