AMD rumor: abandons 4nm orders with Samsung Foundry, shifts 4nm to TSMC Arizona for EPYC CPUs

AMD has reportedly abandoned the use of Samsung Foundry's SF4X process node, after reports suggested the company would be mass-producing its I/O dies for EPYC server CPUs on Samsung 4nm.

In a new post on X by insider @Jukanlosreve, we're hearing that AMD has "decided not to use Samsung Foundry's SF4X process" after reports back in February 2025 that it would be using the process node for its I/O die on EPYC processors. We should expect AMD to shift those orders over to TSMC and its new Arizona plant in the US for these 4nm chips.

AMD was reportedly exclusively collaborating with Samsung on its new SF4X process node, with the new SF4X node used on its EPYC server CPUs, Radeon APUs, and even Radeon GPUs, with AMD using a dual-sourcing strategy between TSMC and Samsung Foundry, which would've been a big deal (mostly for Samsung here).

TSMC's new Arizona semiconductor facility is already mass-producing 4nm chips, which is where the company is expected to go if the reports of the deal dying with Samsung Foundry. AMD has already placed orders for its next-gen EPYC "Venice" CPUs with TSMC, which is the first HPC chip to be made on TSMC's new 2nm (N2) process node.

We should continue to see the partnership between AMD and TSMC grow from here, as it has most of its products being fabbed at TSMC: EPYC, Radeon, Ryzen, APUs, CPUs, GPUs, AI GPUs, and even semi-custom SoC chips inside of Microsoft's Xbox Series X/S and Sony's PlayStation 5 and PS5 Pro consoles.