Samsung and AMD Strengthen AI Collaboration Through Memory Supply Agreement and Foundry Discussions

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Samsung, AMD Deepen AI Alliance with Memory Supply Pact, Foundry Talks

Image: Reuters

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Storyboard•18-03-2026, 16:41

Samsung, AMD Deepen AI Alliance with Memory Supply Pact, Foundry Talks

•Samsung Electronics and AMD signed an MoU to expand their strategic partnership for AI infrastructure memory chips.
•The agreement focuses on supplying Samsung’s HBM4 for AMD’s Instinct MI455X AI accelerators and optimized DDR5 for EPYC processors.
•The companies will explore a foundry partnership, with Samsung potentially manufacturing chips for AMD’s next-gen products.
•Samsung aims to strengthen its position as a key HBM4 supplier for AMD’s AI GPUs, building on its HBM3E supply.
•The tie-up highlights intense competition among chipmakers for advanced memory supply amid surging AI demand.

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