Could AMD use IFS?

Su advised the Nikkei on the weekend that AMD will “take into account different manufacturing capabilities to make sure that we now have probably the most resilient provide chain.” Su burdened that no such transfer  was presently deliberate.

The one different foundries for vanguard fab are Samsung and  IFS (Intel Foundry Companies) and Intel has stated that its course of know-how will overtake TSMC’s in 2024 when Intel’s 18A course of is scheduled to maneuver into quantity manufacturing.

If that occurs, then Su may discover it vital to make use of Intel’s processing functionality to compete with Intel within the x86 market. Not less than AMD would know it might be getting an x86-optimised course of!

A extra doubtless transfer for  AMD, if it strikes away from TSMC, could be to Samsung. In Might, Samsung stated that the yields of its 3nm GAA course of are between 60-70%, which can be greater than TSMC’s yields on its 3nm finfet course of that are stated to be round 55%.

One of many the explanation why Qualcomm is claimed to have left TSMC for Samsung for its Snapdragon 8 Plus Gen 1 and Snapdragon 8 Gen 2  chips is claimed to be the development in Samsung’s 3nm yield.

Su says she can be open to utilizing TSMC fabs outdoors Taiwan – as in Arizona – however first manufacturing at TSMC’s  Arizona fab has been delayed till 2025 by when the fab’s 4nm course of will most likely be two generations behind the forefront.

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