AMD CEO Dr. Lisa Su reportedly visited Samsung on October 7th and spent about three hours with Samsung chip chief Jun Young-hyun in Seoul. A Korean media report suggests the two sides want different things from each other. As relayed by @jukan05 on X, Samsung apparently wants AMD to place orders with Samsung Foundry in return for HBM and other memory, which AMD urgently needs.
A senior semiconductor industry official quoted in the report said "AMD sees entrusting its foundry work to Samsung Electronics as too risky," and added that this gap is what brought about the talks. Neither company has confirmed any of it, so it is best treated as an industry report for now.
Su's public comments were far more diplomatic. Speaking to Reuters and other reporters in Seoul ahead of the meeting, she said AMD continues to explore opportunities with Samsung in both memory and foundry. Asked directly whether AMD would build chips at Samsung, she stopped short of confirming any plans. She was more direct about memory, urging suppliers to "build faster, as fast as possible" and noting that AMD is working with customers to trim their memory footprint.
The two companies signed a memorandum of understanding (MOU) in March that made Samsung the primary HBM4 supplier for the Instinct MI455X. No foundry contract has been announced since, and AMD's EPYC "Venice" is ramping on rival TSMC's 2 nm process.
Source: TechPowerUp News · Résumé par HeadlinesBriefing