AMD has reportedly canceled its 4nm chip orders with Samsung Foundry, opting instead to use TSMC’s Arizona facility for future production of EPYC server CPUs . The shift comes as a significant setback for the Korean manufacturer, which has struggled to match its Taiwanese rival in securing high-profile semiconductor clients.
While Samsung began mass production of its improved SF4X process technology in March 2025, the company appears to have failed in convincing AMD to proceed with their collaboration. The partnership, which was originally viewed as a breakthrough for Samsung, is now unraveling.
TSMC’s Arizona facility, which is currently producing 4nm chips, is the likely beneficiary of AMD’s decision. The chipmaker has already placed orders for its future “Venice” server CPUs using TSMC’s advanced 2nm process.
Industry analysts suggest that despite AMD’s concerns over relying on a single foundry amid increasing geopolitical risks, TSMC maintains clear advantages in yield, performance, production capacity, and process reliability.
The scope of AMD’s pullback remains unclear – whether it affects only EPYC server CPUs or signals a broader loss of confidence in Samsung’s manufacturing capabilities. For Samsung, which is working to rebuild its reputation after previous manufacturing challenges, losing such a significant partner represents a troubling development in its quest to compete with TSMC.
