NuAxiSemiconductor trade intelligence

AMD CEO Visits Samsung for HBM, Samsung Wants Foundry Orders in Return

What happened

AMD CEO Lisa Su visited Samsung on Oct 7 to discuss HBM supply and foundry orders. Samsung seeks foundry business in exchange, but AMD officials cited high risk in outsourcing to Samsung. Neither party has confirmed the deal.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

HBM

AMD Samsung Electronics

shortagepartnershipsupply-chain

Source and time

Source: TechPowerUp · 10/8/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Approvals for Nvidia and AMD AI chip exports to China stall under government bottleneck — 20% staff turnover hobbles Bureau of Industry and SecurityTom's Hardware · 4/13/2026
Alphabet's purchase commitments surge past US$800 billion amid AI infrastructure expansionDigiTimes Asia · 7/25/2026
AMD's Lisa Su says memory is becoming another pressure point for AI chipsDigiTimes Asia · 5/22/2026
Datacentre performance now sold by the rack not the chipElectronics Weekly · 9/13/2026
[News] Qualcomm Reportedly Enlists Samsung, SK hynix as HBC Memory Partners; TSMC Eyes Packaging RoleTrendForce · 8/26/2026
[News] Chip Packaging Experts Flag Heat as AI’s Biggest Bottleneck; AI-Driven Design, CPO and STCO May HelpTrendForce · 8/20/2026

AMD CEO Visits Samsung for HBM, Samsung Wants Foundry Orders in Return

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings