AMD and Samsung set to deepen AI memory collaboration

AMD's CEO, Lisa Su, is set to visit South Korea next month to meet with Samsung Electronics executives, focusing on AI chip and technology collaboration. The discussions are expected to center around Samsung potentially becoming a supplier for AMD's HBM4 memory, a critical component for AI accelerators. This collaboration builds on a memorandum of understanding signed in March of this year, which outlined cooperation in AI storage chips and computing technology. Samsung was already rumored to be AMD's preferred supplier for HBM4. The visit could mark a significant step toward formalizing this partnership. South Korea's semiconductor industry, home to SK Hynix and Samsung, provides an ideal setting for these negotiations. HBM4 supply chain dynamics are crucial for AMD's future flagship chip production. A successful partnership could enhance AMD's capacity and schedule for its next-generation high-bandwidth memory. This development highlights the growing importance of South Korea in shaping the global AI memory landscape.