Since AMD CEO Lisa Su at the beginning of the month has already conducted outreach to investors about future plans in the field of lithography at Barclays Conference CFO could only confirm these intentions.
Devinder Kumar talked about how important it is to have long-term partnerships with contract manufacturers of semiconductors. Then he said, AMD is now the recipient of a 14-nm and 16-nm products using FinFET, and subsequently planned transition to 7-nm technology. This month, Lisa Su has already explained that GlobalFoundries will not be the sole supplier of a 7-nm products for the AMD. Of course, diversification - is good, but we should not forget that Samsung plans to be among the first to begin the use of EUV-lithography is within a 7-nm technology. Firstly, it introduces an element of risk both in terms of implementation, and the level of product yield, as well as the ability of the contractor to produce its AMD in the right quantities.
Secondly, as TSMC and GlobalFoundries use of EUV-lithography within the 7-nm technology is not planning, the release of the same products with the transfer conveyor for Samsung require additional costs. Most likely, Samsung will specialize in the production of a narrow range of AMD products - and not the fact that prior to such cooperation within the framework of the 7-nm technology it comes at all. Of course, Intel will also use of EUV-lithography in the production of 7-nm products, but the cooperation of AMD company with in this area is very difficult.