AMD CEO Lisa Su visited South Korea on October 7 to meet with executives from Samsung Electronics and SK Hynix. The meetings focused on securing high-bandwidth memory (HBM) supplies, which are critical for the company's Instinct AI accelerators as global demand continues to outpace production capacity.
AMD is currently seeking to strengthen its long-term supply chain, aiming for partnerships spanning three to five years or longer. The company is working with suppliers to increase HBM output and is optimizing memory usage to support more computational tasks within its existing hardware constraints.
The collaboration with Samsung extends beyond memory. In March, the two companies signed a memorandum of understanding covering HBM4 and advanced DDR5 memory for future EPYC processors and Helios AI systems. They are also exploring potential foundry services, where Samsung could manufacture future AMD products.
While AMD relies heavily on TSMC for its current advanced CPU and GPU production, diversifying its supply chain is a strategic priority. Samsung aims to leverage its role as a key memory supplier to secure more foundry orders from AMD, potentially improving its own advanced process utilization rates.
