Published in PC Hardware

AMD cuddling up to Samsung

by on28 July 2016


Might be seeing other people

AMD’s relationship with GloFlo has always been described as “complicated” and appears to be getting more open.

AMD recently mentioned that it has built hardware directly with Samsung and there is a further option to tap the company in the future for product ramps.

Analyst Patrick Moorhead, of Moor Insights and Security made the announcement after AMD investors questions about where AMD was building most of its hardware became a little more pointed.

AMD has said that it has bought $75 million in wafers from GlobalFoundries in Q2, that number struck Moorhead and co as a bit on the small side.

Moorhead questioned AMD on the deal and was told:

“AMD has strong foundry partnerships and our primary manufacturing partners are GLOBALFOUNDRIES and TSMC. We have run some product at Samsung and we have the option of enabling production with Samsung if needed as part of the strategic collaboration agreement they have with GLOBALFOUNDRIES to deliver 14nm FinFET process technology capacity.”

If AMD has options to build at Samsung that could be a bad sign for GlobalFoundries. After all it only spun off the outfit because it wanted a more agile manufacturing partner. GlobalFoundries struggled with its customer base and AMD had to cancel its Krishna and Wichita parts and move to TSMC.

When GloFo canned its 20nm and 14nm XM nodes and licensed 14nm technology from Samsung only to experience delays with that too.

Getting more out of Samsung might not result in significant volumes but the option to do so will keep GloFo or TSMC clean if they run into ramping or yield problems. GloFo’s licensed version of Samsung’s 14nm could easily be done by Samsung.

Last modified on 28 July 2016
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