NuAxiSemiconductor trade intelligence

RT NEWS: 👀 Another #Samsung Foundry moment? After NVIDIA, #AMD also secures Samsung’s #HBM4—but it’s not just about memory. The Korean giant may...

What happened

AMD has reportedly secured Samsung's HBM4 supply, following NVIDIA, potentially leveraging the deal to shift some AI chip production away from TSMC. This indicates Samsung Foundry's strategic use of HBM supply to compete for advanced packaging and AI chip manufacturing. Watch: This could alter the foundry supply landscape for high-end AI chips, impacting long-term procurement strategies.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

HBM4AI Chip

Samsung Electronics AMD NVIDIA TSMC

supply-shiftfoundry-competitionhbm

Source and time

Source: TrendForce Official (Market Data) · 3/18/2026 · View original source

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RT NEWS: 👀 Another #Samsung Foundry moment? After NVIDIA, #AMD also secures Samsung’s #HBM4—but it’s not just about memory. The Korean giant may...

What happened

Impact and signal

Affected components and suppliers

Source and time

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