AMD CEO Lisa Su will meet Samsung Chairman Jay Y. Lee in South Korea next week to discuss cooperation on securing supplies of high-bandwidth memory (HBM) for AI chipsets. The talks target a critical component for AI accelerators and could alleviate supply constraints that affect AMD's AI product roadmap. This is a constructive, company-level development likely to modestly reduce execution risk for AMD and support Samsung's memory demand.
AMD CEO Lisa Su will meet Samsung Chairman Jay Y. Lee in South Korea next week to discuss cooperation on securing supplies of high-bandwidth memory (HBM) for AI chipsets. The talks target a critical component for AI accelerators and could alleviate supply constraints that affect AMD's AI product roadmap. This is a constructive, company-level development likely to modestly reduce execution risk for AMD and support Samsung's memory demand.
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