@Jukanlosreve, has found a bit of proof that AMD was not impressed with Samsung’s sluggish foundry performance and has now yanked its 4nm orders, heading straight for TSMC’s American facilities instead. That’s a serious kick in the gnadgers for Samsung, which has struggled to gain real traction against Taiwan’s chipmaking titan.

AMD had once looked keen to dual-source, spreading orders across Ryzen APUs, Radeon GPUs, and EPYC server chips. But the bloom’s clearly off that rose, with AMD seemingly cooling on Samsung across the board. It’s not yet confirmed whether this is a full divorce or just a reallocation of server chips, but either way it’s a poor look for a foundry still fighting for credibility.

TSMC, meanwhile, is ramping up mass production of its 4nm process at Arizona Fab 21, right as AMD starts validating its fifth-gen EPYC “Venice” CPUs there. AMD bagged early access to TSMC’s 2nm process, signalling that the love-in between Taiwan’s foundry overlords and AMD has only deepened.

Samsung is still talking up improved yield rates and claims NVIDIA, Google and Broadcom are poking around its upcoming 2nm process—though with its track record, we wouldn’t hold our breath.

TSMC’s Fab 21 in Phoenix has officially kicked off high-volume production of 4nm chips, marking a significant milestone for US-based semiconductor manufacturing.

The facility, which began operations in the fourth quarter of 2024, is now producing chips with yield rates comparable to TSMC’s Taiwanese plants.

Looking ahead, TSMC plans to expand its Arizona operations further. Phase 2 of Fab 21 is expected to commence production using 3nm-class process technologies by 2028. By the end of the decade, a third phase is anticipated to produce chips on 2nm-class and even more advanced nodes.