AMD is negotiating with Samsung to migrate some orders, and Google Tensor G4 will use TSMC instead

According to news from this site on November 14, gamma0burst dug into the exposed information and revealed that AMD’s upcoming “Prometheus” CPU, which uses the Zen 5c core, will be mass-produced by both Samsung’s 4nm and TSMC’s 3nm processes.

According to reports, considering the needs of users such as AMD, their attention has expanded from factors such as process nodes, production yields and costs to multiple aspects such as production capacity and ecological chain

According to reports Samsung is actively expanding its 4nm process and hopes to attract more orders from TSMC. Current information on yield rate, industry insiders believe that TSMC’s 4nm process yield rate is 80%, while Samsung has increased from 50% at the beginning of this year to 75%, comparable to TSMC.

It is speculated that major customers such as Qualcomm and Nvidia may return to use Samsung processes. It is believed that the number of orders Samsung can receive is about half of TSMC.

According to information disclosed at Apple’s high-level meeting, the yield rate of TSMC’s 3nm process has reached 63%, but compared with the 4nm process, the price of 3nm is twice as high

As Samsung has significantly improved its yield rate and production capacity this year, and TSMC has decided to increase prices this year, many large customers may consider costs and other aspects and look for second suppliers. Decentralize outsourced production orders. Rewritten as: Since Samsung has significantly increased its yield rate and production capacity this year, and TSMC has decided to increase prices, many large customers may consider costs and other factors and look for a second supplier to spread outsourced production orders

On the customer side, the latest news is that AMD has negotiated with Samsung and plans to transfer some of TSMC’s 4nm orders to Samsung.

In addition to AMD migrating some orders to Samsung, there is also news that Google plans to hand over

Tensor G4 orders to TSMC ’s 4nm process, while Tensor G5 uses TSMC’s 3nm process.

In order not to change the original meaning, the language that needs to be rewritten is Chinese. The following is the original text of the report. Interested users can read it carefully

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