"Samsung and AMD are expanding their partnership to include HBM4 memory supply for the upcoming Instinct MI455X AI accelerators and DDR5 memory for sixth-generation EPYC processors. The companies are also exploring a foundry partnership where Samsung would provide contract manufacturing services for AMD's next-generation products."
"Samsung has been facing pressure in the HBM segment, with approximately 22 percent market share compared to SK Hynix's 57 percent. Samsung views HBM4 as the key to strengthening its position in AI, having begun first commercial shipments of HBM4 to Nvidia and AMD following successful qualification tests at 11.7 Gbps data rates."
"AMD has closed major deals with other parties in recent months, announcing it would sell up to $60 billion in AI chips to Meta over a five-year period, an agreement under which Meta may purchase up to 10 percent of the chips, following a similar deal with OpenAI last year."
Samsung and AMD are expanding their partnership to include HBM4 memory supply for the upcoming Instinct MI455X AI accelerators and DDR5 memory for sixth-generation EPYC processors. The companies are also exploring a foundry partnership where Samsung would provide contract manufacturing services for AMD's next-generation products. Samsung has a history supplying HBM3E chips for previous AMD accelerators. Despite holding 22 percent HBM market share, Samsung trails SK Hynix at 57 percent. Samsung began commercial HBM4 shipments to Nvidia and AMD this year at 11.7 Gbps data rates. AMD simultaneously strengthens its AI position through major deals, including a $60 billion chip agreement with Meta over five years.
#samsung-hbm4-supply #amd-ai-accelerators #foundry-partnership #memory-market-competition #ai-chip-deals
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