Samsung and AMD formalize HBM4 supply deal, explore foundry partnership for next-gen AI chips
12 Sources
[1]
Samsung Agrees to Supply Next-Generation AI Memory to AMD
Samsung Electronics Co. agreed to supply and collaborate with Advanced Micro Devices Inc. on next-generation AI memory and computing technologies. Under a preliminary agreement, Samsung will provide next-generation high-bandwidth memory, HBM4, as the primary supplier for AMD's MI455X accelerators
[2]
Samsung Elec and AMD sign MoU on AI memory, explore foundry partnership
SEOUL, March 18 (Reuters) - Samsung Electronics (005930.KS), opens new tab and Advanced Micro Devices (AMD) (AMD.O), opens new tab signed a memorandum of understanding to expand their strategic partnership on memory chip supplies for artificial intelligence infrastructure, the companies said on
[3]
Samsung and AMD Expand Strategic Collaboration on Next-Generation AI Memory Solutions
The companies will collaborate on industry-leading HBM4 supply for AMD Instinct™ MI455X GPUs and next-generation DDR5 solutions for AMD EPYC™ processors and the AMD Helios platform Samsung Electronics today announced it has signed a Memorandum of Understanding (MOU) with AMD to expand their
[4]
AMD's Lisa Su courts Korea: Samsung HBM4 sealed, Naver next
AMD CEO Lisa Su broadened the company's collaboration with Samsung Electronics on next-generation artificial intelligence (AI) memory and met with regional partners, including Naver, during a visit to South Korea. Samsung, AMD formalize HBM4 cooperation Samsung said it has signed a memorandum of
[5]
Samsung Electronics and AMD sign MoU on AI memory, explore foundry partnership - The Economic Times
The agreement will focus on supplying Samsung's next-generation high-bandwidth memory (HBM4) for AMD's upcoming Instinct MI455X AI accelerators, as well as optimised DDR5 memory for AMD's sixth-generation EPYC processors, they said in a statement.Samsung Electronics and Advanced Micro Devices
[6]
AMD's Lisa Su Flies to South Korea Next Week to Secure Memory in a Market Where NVIDIA's CEO Calls Scarcity "Fantastic"
AMD's CEO, Lisa Su, is reportedly flying to South Korea next week to meet with executives to discuss memory and supply chain matters. For companies like AMD and NVIDIA, which are involved in the world's largest infrastructure buildout, it's probably in their best interests to keep their supply
[7]
AMD CEO to meet Samsung chief in South Korea amid race for AI memory chips, paper says
Su is set to visit South Korea on March 18 and plans to meet key partners such as Lee and Naver's CEO Choi Soo-yeon, the paper said on Wednesday, citing unnamed industry sources. Advanced Micro Devices' CEO Lisa Su will meet Samsung Electronics Chairman Jay Y. Lee in South Korea next week to
[8]
Samsung & AMD Unite to Power Next-Gen AI Memory
The companies will collaborate on industry-leading HBM4 supply for AMD Instinct™ MI455X GPUs and next-generation DDR5 solutions for AMD EPYC™ processors and the AMD Helios platform Samsung Electronics today announced it has signed an agreement with AMD to expand their strategic collaboration on
[9]
AMD boosts ties with Samsung, Naver during CEO's 1st Korea visit - The Korea Times
Jun Young-hyun, left, head of Samsung Electronics' Device Solutions Division, shakes hands with Advanced Micro Devices CEO Lisa Su, after signing a memorandum of understanding at the Korean company's semiconductor plant in Pyeongtaek, Gyeonggi Province, Wednesday. Courtesy of Samsung
[10]
Samsung Elec and AMD sign MoU on AI memory, explore foundry partnership
Samsung Electronics and Advanced Micro Devices (AMD) signed a memorandum of understanding to expand their strategic partnership on memory chip supplies for artificial intelligence infrastructure, the companies said on Wednesday. The agreement will focus on supplying Samsung's next-generation
[11]
AMD's Lisa Su to visit Korea next week, may meet with Samsung chief - The Korea Times
AMD CEO Lisa Su presents the company's Turin processor during her keynote speech ahead of the COMPUTEX show in Taipei, Taiwan, June 3, 2024. EPA-Yonhap Lisa Su, the head of Advanced Micro Devices (AMD), is expected to visit Korea next week and meet with local conglomerate executives, industry
[12]
Samsung and AMD expand AI memory chip partnership, eye potential foundry deal By Investing.com
Investing.com -- Samsung Electronics Co Ltd (KS:005930) on Wednesday announced a memorandum of understanding with Advanced Micro Devices Inc (NASDAQ:AMD) to deepen their collaboration on memory chip supplies for AI infrastructure. The companies also said they are exploring a potential foundry
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Samsung Electronics and AMD have signed a memorandum of understanding to expand their collaboration on next-generation AI memory technologies. Under the agreement, Samsung will serve as the primary HBM4 supplier for AMD's upcoming MI455X AI accelerators and provide DDR5 memory for EPYC processors, while both companies explore potential foundry partnership opportunities.
Samsung and AMD Deepen Strategic Partnership on AI Memory
Samsung Electronics and AMD have formalized a strategic partnership centered on next-generation high-bandwidth memory and AI computing technologies, marking a significant development in the competitive artificial intelligence chip market. The Memorandum of Understanding (MOU) was signed at Samsung's advanced chip manufacturing complex in Pyeongtaek, South Korea, with AMD CEO Lisa Su and Samsung co-CEO Jun Young-hyun in attendance
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. The agreement positions Samsung as the primary supplier of HBM4 for AMD's upcoming Instinct MI455X AI accelerators, while also establishing collaboration on DDR5 memory chips for AMD's sixth-generation EPYC processors, codenamed "Venice"2
.HBM4 Supply Deal Targets Advanced AI Infrastructure
Under the agreement, Samsung will provide its industry-leading HBM4 technology built on the company's sixth-generation 10-nanometer-class DRAM process with a 4nm logic base die. The memory delivers processing speeds of up to 13 gigabits-per-second and maximum bandwidth of 3.3 terabytes-per-second, exceeding current industry standards
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. These specifications position HBM4 as critical AI memory for AMD's MI455X AI accelerators, which are designed to handle demanding workloads for AI model training and inference in corporate data centers1
. The collaboration extends to Samsung supplying optimized DDR5 memory for the Helios system, AMD's rack-scale architecture that integrates Instinct GPUs and EPYC processors to deliver enhanced performance and scalability for AI infrastructure3
.Foundry Partnership Discussions Signal Broader Collaboration
Beyond memory supply, Samsung and AMD agreed to explore opportunities for a foundry partnership, under which Samsung could provide contract chip manufacturing services for next-generation AMD products
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. Industry observers expect discussions to focus on manufacturing future AI accelerators or EPYC processors at Samsung's foundry facilities4
. The timing of this announcement during Nvidia's annual GTC conference week is noteworthy, as Nvidia CEO Jensen Huang had just announced a foundry partnership with Samsung and praised its HBM4 chips5
.Related Stories
Samsung Seeks to Close Gap in High-Bandwidth Memory Market
Samsung has already established itself as a primary HBM supplier for AMD, providing HBM3E chips used in AMD's MI350X and MI355X accelerators
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. However, the world's largest memory chipmaker holds approximately 22% of the global HBM market, significantly trailing market leader SK Hynix's 57% share, according to Counterpoint5
. This expanded partnership with AMD represents a strategic move to narrow that gap as AI-driven demand reshapes the semiconductor industry and tightens supply of HBM chips2
. Samsung's stock responded positively to the announcement, climbing as much as 7.8% in Seoul trading1
.AMD Expands Regional Partnerships During South Korea Visit
During her visit to South Korea, Lisa Su also met with Naver CEO Choi Soo-yeon at the company's headquarters in Seongnam to discuss AI cooperation
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. Naver has significantly ramped up investment in AI infrastructure, more than doubling capital expenditure to KRW1.3171 trillion from KRW580.3 billion the prior year, and has deployed a large-scale AI computing cluster using 4,000 of Nvidia's B200 GPUs4
. The discussions may lead to expanded data center chip supply agreements and development of sovereign AI infrastructure. AMD's aggressive expansion in the AI market is supported by recent major deals, including a $60 billion agreement with Meta Platforms over five years and a similar arrangement with OpenAI2
. As memory bandwidth and power efficiency become increasingly critical to system-level performance, this collaboration between Samsung and AMD aims to deliver more optimized solutions for customers navigating the rapidly evolving landscape of AI computing.References
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