Key information
AMD CEO Lisa Su is currently visiting South Korea to secure additional HBM memory supplies for the company's AI accelerators. This visit follows a memorandum of understanding signed in March, which established a three-year framework for collaboration between the two companies.
While the primary goal involves memory procurement, reports indicate that Samsung is actively seeking to expand this relationship into foundry production orders. Samsung aims to leverage its position as a key memory supplier to secure contracts for manufacturing AMD's logic chips.
Expanding into Samsung Foundry presents significant technical and operational risks. AMD has previously noted in its annual report that transitioning production to new manufacturers could potentially lead to lower yields, performance issues, or delayed product launches.
AMD has already begun shipping its next-generation Instinct MI455 accelerators, which feature 432GB of HBM4 memory, alongside its Helios AI systems. The company continues to emphasize the importance of long-term planning with strategic partners to meet the high demand for AI hardware.
