Wire · operational-macro
AMD courts Samsung to secure HBM and weigh Korea foundry expansion
◆ Sectors
◆ Geography
◆ Source
◆ Verified
Fusion42 · 7 October 2026 · Fusion42 review
AMD CEO Lisa Su met Samsung Electronics executives in Seoul to strengthen cooperation on high-bandwidth memory (HBM4) supply critical for AI chips while exploring Samsung's foundry capabilities for future chip production expansion. AMD highlighted tight memory supply and the need for long-term collaboration, as HBM usage per AI chip rises, while Samsung views this demand as a pathway to expand its foundry business beyond memory.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 2 sources have reported it.
◆ ◆ The Wire takeaway
You face rising pressure to secure advanced memory supply as AMD's talks with Samsung show foundry capacity could open new production routes for AI chips. Lock in your memory partnerships now or risk delays as the industry ties memory supply tightly to chip manufacturing.
◆ Coverage
2 sources · 7 Oct 2026
◆ Related on Wire
◆ Topics