CEO Lisa Su met with the head of Samsung's semiconductor business on Wednesday to discuss potential alignment in compute-memory integration. Su previously noted that Samsung and SK Hynix provide critical support for the HBM used in AMD chips and confirmed that the company continues to explore broader collaborations in the memory and foundry sectors.
Tuesday, October 20, 2026
Story
Samsung Conditions HBM Supply on AMD Foundry Orders
Tech14 days ago
A senior semiconductor industry official reports that AMD views the use of Samsung Electronics' fabrication plants as too risky for its manufacturing needs. This assessment creates a gap in negotiations, according to Korean media, which state that Samsung is conditioning the supply of high-bandwidth memory (HBM) and other components on AMD placing new orders with Samsung Foundry. The discussions in Seoul were intended to find common ground as AMD requires a stable supply of memory to support its AI processors.
Looking for more context or analysis?
Tilt chat provides reliable, tailored insights, alerts, and automations.