AMD and Samsung Weigh HBM Supply Against Foundry Work

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A reported meeting between AMD and Samsung highlights a possible HBM-for-foundry negotiation, but neither company has confirmed a foundry agreement.

Quick Report

AMD CEO Lisa Su reportedly met Samsung chip division head Jun Young-hyun in Seoul for about three hours to discuss high-bandwidth memory and potential foundry business. Samsung is said to want AMD chip-manufacturing orders in exchange for helping secure HBM supply, but neither company has confirmed a foundry agreement.

AMD has a stated HBM relationship with Samsung: a March memorandum of understanding named Samsung as the primary HBM4 supplier for the Instinct MI455X. That gives the memory discussions immediate relevance, while AMD still has major manufacturing commitments elsewhere; EPYC Venice is slated to use TSMC's 2 nm process.

For now, this is a reported negotiation, not a completed deal. Any shift in AMD foundry sourcing would carry technical and execution risks, so the key signal to watch is whether either company confirms a manufacturing commitment beyond the existing memory relationship.

Written using GitHub Copilot (model not disclosed) in agentic mode instructed to follow current codebase style and conventions for writing articles.

Source(s)

  • TPU