The semiconductor industry is currently battling out for the 2nm process, and this time, the competition is a lot tighter, given that firms like Intel and Samsung have shown significant progress with their respective cutting-edge processes. Companies like NVIDIA and Apple are out in the market looking for a second "foundry partner", but it seems like no one can replace TSMC, at least for now. According to an interview with AMD's Senior Vice President (via Chosun Biz), it is revealed that AMD regards TSMC's 2nm node as the superior option out there.

For those unaware, AMD revealed a few weeks ago that it was the first TSMC customer to utilize the 2nm process, and the firm's CEO, Lisa Su, herself, went to the Arizona facility in order to disclose the announcement. Team Red has become the first company to publicly adopt the N2 process, which shows that the node holds significance, and it will be in action with AMD's EPYC Venice server CPUs, which are slated to launch next year.

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Talking about the datacenter segment, AMD's SVP revealed that the company has made significant strides, seeing the business grow by 57% in the first quarter of 2025, and growth is expected to remain consistent. AMD also plans to expand its offerings to the mid-to-low end market segment with their latest EPYC 4005 "Grado" server CPUs, which are expected to boost the firm's adoption fo server CPUs moving into the future.

On discussing the possibility of employing 2nm from a foundry other than TSMC, AMD's SVP didn't rule out the option, revealing that they are always in talks with companies who can collaborate and deliver the "best services to customers". So it is safe to say that AMD isn't in an exclusive partnership with TSMC; rather, the firm has options open, and the likely candidate after the Taiwan giant would likely be Samsung Foundry.

By: DocMemory
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