AMD still considering a foundry deal with Samsung, says Lisa Su in Seoul
Article excerpt
Advanced Micro Devices (AMD) is still considering a foundry partnership with Samsung Electronics, CEO Lisa Su stated in Seoul on Wednesday, as the chipmaker works to secure the memory supply needed for its next-generation of AI accelerators. Su met on Wednesday with Jun Young-hyun, Samsung's Vice Chairman and head of the Device Solutions division, at the Seocho office in the Gangnam district of Seoul. It was their first meeting in about seven months, having previously met in March. AMD Senior Vice Presidents Jack Huynh and Joseph Macri were also present. Su kept the agenda general when reporters asked for details, stating that the conversation would focus on AMD's broader partnership with Samsung. She also emphasized that AMD has multiple partners within the South Korean electronics giant. When asked if she would also meet Samsung Executive Chairman Jay Y. Lee, Su declined to elaborate, replying, "Too much information," as reported by the Seoul Economic Daily. On the same day, she already met SK hynix President Kwak Noh-jung, marking her first visit to Korea, according to Businesskorea. The main reason for AMD's interest in Korea is the memory sector, particularly High-Bandwidth Memory (HBM). AMD's newest AI accelerator, the Instinct MI455X, features 432 GB of sixth-generation HBM (HBM4), representing a 50% increase over the 288 GB of HBM3E in the earlier MI355X model, as...
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AMD had already selected Samsung in March as the preferred HBM4 supplier for the MI455X accelerator, and Su told reporters at an "AMD Gamer Day" event in Seoul that shipments of both the MI455 and the Helios system, which are both based on HBM4 memory, have already begun.
