In a nutshell: So far, TSMC has supplied AMD with chips for all of its processors. Now, JP Morgan analysts believe AMD’s next generation Chromebook could switch to Samsung’s semiconductor node until at least 2022. Remaining chip production for 2022 and 2023 should still prioritize TSMC.
On Tuesday, someone leaked via Twitter about a page and a half of an internal JP Morgan policy paper released last week. The excerpt covers the firm’s predictions of how companies like Intel, Nvidia and AMD will choose between TSMC and Samsung for their nodes over the next two years.
According to the analysis, the next round of AMD Chromebook processors will use Samsung’s 4nm node, while current versions of AMD Ryzen 3000 will use TSMC’s 12nm process. The likely reason is that TSMC is currently operating under limited capacity. So until at least 2022, Samsung will supply chips for Chromebooks. In 2023 and 2024, AMD may use Samsung for some of its graphics cards.
– Mark Möldner (@ MarcTheShark83) December 7, 2021
However, this last detail is an exception to the report. JP Morgan analysts predict most tech companies will favor TSMC, including AMD. The company expects Team Red to stick with TSMC for desktop, mobile and server processors. In addition, Nvidia could return to TSMC for the next generation of RTX GPUs after using Samsung’s 8nm node for the 30 series.
In 2023, Intel may also transfer some GPUs and I / O elements to TSMC along with an FPGA. Analysts predict Qualcomm will choose TSMC for its flagship processors, starting with the new Snapdragon 8 Gen 1 version in the second half of 2022 and continuing through to its 2023 flagships, but what’s next is unclear.