Lisa Su said that only TSMC can do it
AMD CEO Lisa Su denied recent rumors that Instinct MI300 accelerators will be manufactured at Samsung factories.
Samsung recently announced that it has secured a major customer in the data center market and will manufacture products for it at 4nm. There were suggestions that it could be AMD, and that we are talking about the new Instinct MI300 accelerator. However, it is not.
Lisa Su stated that the MI300 series chips integrate many complex processes, including small chip stacking, 3D SoIC, and advanced CoWoS packaging, relying heavily on TSMC technology.
No, Samsung will not receive orders from AMD for the monstrous Instinct MI300 APUs
It can’t be done without TSMC
Thus, Samsung will not produce these new accelerators for AMD, although the company has previously said that it is looking for partners other than TSMC to improve supply stability.
Recall that the Instinct MI300A APU includes 24 Zen 4 cores, an RDNA 3-based GPU, 128 GB of HBM3 memory, and all this is packed into at least 24 chiplets.
