AMD, Samsung expand partnership on HBM4 memory
Samsung Electronics and Advanced Micro Devices signed a memorandum of understanding to deepen their partnership on memory chip supplies for AI infrastructure.
The agreement focuses on supplying Samsung’s next-generation HBM4 memory for AMD’s upcoming Instinct MI455X and optimized DDR5 memory for AMD’s sixth-generation EPYC processors. Both companies also plan to explore a foundry partnership, where Samsung could manufacture next-generation AMD chips under contract, News.Az reports, citing Reuters.
Samsung, a leading HBM supplier for AMD, has previously provided HBM3E chips for MI350X and MI355X accelerators.
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The move comes amid growing AI demand reshaping the semiconductor industry, as AMD recently signed multi-billion deals to supply AI chips to Meta Platforms and OpenAI. Samsung currently holds a 22% share of the global HBM market, trailing market leader SK Hynix at 57%.
By Aysel Mammadzada
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