AMD CEO Visits Samsung for HBM, Samsung Wants Foundry Orders in Return
🇬🇧 English
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.
🇸🇦 العربية
زيارة الرئيس التنفيذي لـ AMD إلى سامسونغ: هل HBM لطلبات الصب؟
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.
هل ستنقل AMD إنتاج الرقائق إلى سامسونغ فاوندري؟
لا توجد خطط مؤكدة. قال الرئيس التنفيذي لـ AMD د. ليسا سو إن الشركة تستمر في استكشاف الفرص مع سامسونغ في كل من الذاكرة والصب، لكنها لم تؤكد أي خطط. تقول مصادر الصناعة إن AMD ترى أن إسناد عمل الصب إلى سامسونغ محفوف بالمخاطر.
🇧🇩 বাংলা
AMD CEO স্যামসুং ভিজিট: ফাউন্ড্রি অর্ডারের জন্য HBM?
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.
ক्या AMD चिप उत्पादन को सैमसंग फाउंड्री में स्थानांतरित करेगी?
अभी तक कोई पुष्टि की गई योजना नहीं है। AMD सीईओ डॉ. लिसा सू ने कहा कि कंपनी सैमसंग के साथ मेमोरी और फाउंड्री दोनों में अवसरों की तलाश जारी रखे हुए है लेकिन किसी भी योजना की पुष्टि नहीं की। उद्योग स्रोतों का कहना है कि AMD सैमसंग को फाउंड्री कार्य सौंपने को बहुत जोखिम भरा मानती है।
🇩🇪 Deutsch
AMD-CEO besucht Samsung: HBM für Foundry-Aufträge?
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.
Plant AMD, die Chipproduktion zu Samsung Foundry zu verlagern?
Es existieren keine bestätigten Pläne. AMD-CEO Dr. Lisa Su sagte, das Unternehmen erkunde weiterhin Möglichkeiten mit Samsung im Bereich Speicher und Foundry, bestätige jedoch keinerlei Pläne. Branchenquellen zufolge betrachtet AMD die Anvertrauung von Foundry-Arbeiten an Samsung als zu riskant.
🇪🇸 Español
El CEO de AMD visita a Samsung: ¿HBM para pedidos de fundición?
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.
¿AMD trasladará la producción de chips a Samsung Foundry?
No existen planes confirmados. El CEO de AMD, la Dra. Lisa Su, dijo que la compañía continúa explorando oportunidades con Samsung en memoria y fundición, pero se negó a confirmar cualquier plan. Las fuentes de la industria indican que AMD considera confiar su trabajo de fundición a Samsung demasiado arriesgado.
🇫🇷 Français
Le PDG d'AMD rend visite à Samsung : HBM pour les commandes de fonderie ?
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.
AMD va-t-elle déplacer sa production de puces vers Samsung Foundry ?
Aucun plan confirmé n'existe. La PDG d'AMD, la Dre Lisa Su, a déclaré que l'entreprise continue d'explorer des opportunités avec Samsung dans la mémoire et la fonderie, mais elle s'est abstenue de confirmer quelconque plan. Des sources de l'industrie indiquent qu'AMD considère que confier son travail de fonderie à Samsung est trop risqué.
🇮🇳 हिन्दी
AMD सीईओ सैमसंग का दौरा: फाउंड्री ऑर्डर के लिए HBM?
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.
क्या AMD चिप उत्पादन को सैमसंग फाउंड्री में स्थानांतरित करेगी?
अभी तक कोई पुष्टि की गई योजना नहीं है। AMD सीईओ डॉ. लिसा सू ने कहा कि कंपनी सैमसंग के साथ मेमोरी और फाउंड्री दोनों में अवसरों की तलाश जारी रखे हुए है लेकिन किसी भी योजना की पुष्टि नहीं की। उद्योग स्रोतों का कहना है कि AMD सैमसंग को फाउंड्री कार्य सौंपने को बहुत जोखिम भरा मानती है।
🇮🇩 Bahasa Indonesia
CEO AMD Kunjungi Samsung: HBM untuk Pesanan Foundry?
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.
Apakah AMD akan memindahkan produksi chip ke Samsung Foundry?
Tidak ada rencana yang telah dikonfirmasi. CEO AMD Dr. Lisa Su berkata bahwa perusahaan terus menjelajahi kesempatan dengan Samsung dalam memori dan foundry tetapi tidak mengonfirmasi rencana apapun. Sumber industri mengatakan bahwa AMD menganggap menyerahkan pekerjaan foundry ke Samsung terlalu berisiko.
🇯🇵 日本語
AMD CEOがサムスンを訪問：ファウンドリー注文のためのHBM？
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.
AMDはチップの生産をサムスンファウンドリーに移す予定ですか？
現在のところ確認された計画はありません。AMD CEOのリサ・スー博士は、会社がサムスンとメモリおよびファウンドリーの両方での機会を引き続き探っていると述べましたが、どのような計画も確認していません。業界関係者によると、AMDはサムスンにファウンドリー作業を委託するのはリスクが高すぎると見ています。
🇧🇷 Português
CEO da AMD visita Samsung: HBM para pedidos de fundição?
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.
A AMD vai transferir a produção de chips para a Samsung Foundry?
Não existem planos confirmados. A CEO da AMD, a Dra. Lisa Su, disse que a empresa continua a explorar oportunidades com a Samsung na memória e na fundição, mas evitou confirmar quaisquer planos. Fontes da indústria dizem que a AMD considera confiar o trabalho de fundição à Samsung demasiado arriscado.
🇷🇺 Русский
Генеральный директор AMD посетил Samsung: HBM для заказов литейного производства?
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.
Планирует ли AMD перенести производство чипов в Samsung Foundry?
Подтверждённых планов нет. Генеральный директор AMD д-р Лиза Су заявила, что компания продолжает изучать возможности сотрудничества с Samsung в области памяти и литейного производства, но не подтвердила никаких планов. Источники в отрасли говорят, что AMD считает передачу литейного производства Samsung слишком рискованной.
🇨🇳 简体中文
AMD CEO访问三星：代工订单的HBM？
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.
AMD会将芯片生产转移到三星代工吗？
目前没有确认的计划。AMD CEO丽莎·苏表示，公司继续探索与三星在存储和代工方面的机会，但未确认任何计划。行业消息人士称，AMD认为将代工工作交给三星风险太高。