"We are going to talk about our broader partnership," said Lisa Su when asked by reporters about what she planned to discuss with Samsung's executives. "We have many partners at Samsung."
Before visiting Samsung headquarters, Lisa Su and Jack Huynh, senior vice president and general manager of AMD's Computing and Graphics Group, attended the AMD Gamer Day event where Su and Huynh answered some questions from South Korean journalists and called local memory makers 'important strategic partners,' something that reflects the significance of data center-grade DDR5 and HBM memory for the company's AI and data center businesses.
"Samsung Electronics and SK hynix are key supply-chain partners for AMD," Su said, Chosun reports. "AI demand is extremely high, so we are planning our long-term supply chain with our partners. […] It is important to plan three to five years ahead with our partners."
The non-binding MOU that AMD and Samsung signed this March covered four areas and remained in effect for a period of three years:
South Korean memory giants Samsung and SK Hynix are set to announce massive deals with leading U.S. tech firms, report claims
Samsung reveals a three-phase HBM roadmap that puts logic and compute inside memory — zHBM ultimately stacks DRAM directly on top of the processor
Supply of next-generation memory products, including HBM4 and advanced DDR5;
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/amd-seeks-broader-partnership-with-samsung-as-it-looks-to-secure-memory-supply-samsung-reportedly-hopes-to-turn-its-memory-supply-relationship-with-amd-into-foundry-orders-for-logic-chips#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.