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AMD CEO Lisa Su to Visit Samsung's Pyeongtaek Campus

What happened

AMD CEO Lisa Su visits Samsung to secure HBM4 supply for next-gen accelerators and explore foundry collaboration, leveraging Samsung's advanced nodes amid TSMC capacity constraints.

Impact and signal

High impactImpact score: 75/100

Affected components and suppliers

HBM3EHBM4AI acceleratorsEPYC processors

Samsung Electronics AMD TSMC

MI300 MI450 MI500 HBM3E HBM4 EPYC "Venice"

supply-chainfoundryHBMcapacity-security

Source and time

Source: The Elec · 3/18/2026 · View original source

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AMD CEO Lisa Su to Visit Samsung's Pyeongtaek Campus

What happened

Impact and signal

Affected components and suppliers

Source and time

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