Samsung Reporetedly Secures Major 2nm CPU Order from AMD

AMD may be preparing to use Samsung Electronics for production of its upcoming 2nm CPUs, according to a new report citing Daishin Securities.

The report referred to a “North American fabless customer” that reportedly placed an order for 2nm notebook CPUs with Samsung’s foundry division. Tipster Jukan later suggested the customer was likely AMD.

The reported deal is believed to involve AMD’s next-generation Venice and Verano processors.

According to earlier reports, AMD CEO Lisa Su recently visited Samsung’s Pyeongtaek foundry facility to evaluate the company’s manufacturing capabilities.

The move comes as TSMC’s advanced process capacity reportedly remains heavily booked through 2028, potentially pushing AMD to seek additional manufacturing partners.

There is also speculation that AMD could be interested in gaining improved access to Samsung’s DRAM supply as part of a broader agreement.

AMD’s Venice processors are expected to launch in 2026 with up to 256 Zen 6C cores spread across eight Core Complex Dies.

Verano is reportedly being designed as a Venice variant focused on agentic AI and inference workloads and could arrive in 2027.

The processor is expected to serve as the host CPU for AMD’s Instinct MI500 series GPUs while using the company’s future Zen 7 architecture.

It remains unclear whether Samsung would act as a backup manufacturing option or share production duties alongside TSMC.

If Samsung is only being used as a secondary supplier, production volumes could remain limited. However, AMD may split production between both foundries if Samsung’s 2nm GAA process achieves competitive yields.

AMD has recently expanded production elsewhere as well. Reports over the weekend claimed the company secured an additional 4nm and 5nm capacity previously used by Qualcomm and MediaTek to increase output of older 5nm processors.