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[News] AMD Secures Samsung HBM4 for MI455X; Deal May Tie Partial AI Chip Shift to Samsung Foundry

What happened

AMD secured HBM4 supply from Samsung, with the deal reportedly tied to exploring future foundry production for AMD's next-gen products. This move is driven by AMD's urgent need to secure HBM4 for its MI400 series amid tight supply and NVIDIA's large-scale orders. 关注: Potential long-term shift in AMD's advanced chip manufacturing from TSMC to Samsung Foundry, impacting foundry market share dynamics.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

HBM4DDR5

Samsung Electronics AMD TSMC

supply-agreementfoundry-shifthbm-shortage

Source and time

Source: TrendForce · 3/18/2026 · View original source

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[News] AMD Secures Samsung HBM4 for MI455X; Deal May Tie Partial AI Chip Shift to Samsung Foundry

What happened

Impact and signal

Affected components and suppliers

Source and time

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