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Jabran Kundi

Here’s What AMD’s 2nm Deal With Samsung Could Mean for Taiwan Semi Stock

Samsung Taiwan Semi AMD TSM Taiwan Taiwan Semiconductor Semiconductor Advanced Micro Devices Apple Tesla Inc.

The rise in CPU demand has left companies scrambling to book manufacturing capacity, and Advanced Micro Devices (AMD) is no different. The Lisa Su-led chip designer is reported to be close to signing a deal with Samsung (SMSN.L.EB) to manufacture some of its 2nm process chips. The two companies have been working together for months now, with initial reports back in December 2025 stating that Samsung’s 2nm tech could fulfill AMD’s advanced CPU manufacturing requirements. 

Previously, Samsung failed to deliver attractive yields on its 3nm process, but it has had considerable success on the 2nm process. On April 30, it was reported that Samsung had reached a $16.5 billion deal with Tesla (TSLA) and is working on inking a similar deal with Apple (AAPL) . If these developments materialize, investors would start worrying about Taiwan Semi’s moat, but there is more to these deals than meets the eye.

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