AMD explores Samsung foundry partnership as data centre demand stays strong
AMD is deepening its engagement with South Korea's chip supply chain as demand for artificial intelligence infrastructure keeps pressure on memory availability. The U.S. chipmaker says it is still assessing broader cooperation with Samsung Electronics in both memory and contract manufacturing after signing a strategic memorandum in March.
Highlights
- AMD CEO Lisa Su met with Samsung and SK Hynix executives in Seoul to explore expanded partnerships in memory and foundry businesses.
- AMD is working with customers to optimise memory use amid tight supply and urges memory suppliers to accelerate output to support growing computing demand.
- Strong data centre and AI infrastructure demand led AMD and Samsung Electronics in March to sign an MoU expanding memory chip supply cooperation and discuss potential Samsung contract manufacturing for next-generation AMD products.
Partnership talks and supply chain priorities
As reported by Reuters, AMD Chief Executive Lisa Su says the company continues to explore partnership opportunities with Samsung Electronics in the memory and foundry businesses during her visit to Seoul.Su says she has met executives at SK Hynix and is due to meet Samsung Electronics executives. She says AMD relies heavily on the Korean supply chain, describing Samsung and SK Hynix as central to the company's broader ambitions in data centres.
In response to tight memory chip supply, Su says AMD is working with customers to optimise memory use so it can support more computing demand going forward. She also says memory suppliers need to expand output faster, as fast as possible.
Data centre demand supports broader cooperation
Su says overall data centre demand remains very strong, with AMD seeing solid demand signals across its product portfolio. That backdrop keeps memory supply and manufacturing partnerships in focus as chipmakers scale infrastructure tied to AI workloads.In March, AMD and Samsung Electronics signed a memorandum of understanding to expand their strategic partnership on memory chip supplies for artificial intelligence infrastructure. The companies also say they will discuss foundry opportunities under which Samsung could provide contract chip manufacturing services for next-generation AMD products.
Our earlier report on Micron’s Taiwan labor dispute examined how a strike mandate at its Taoyuan site could add fresh disruption risk to an already tight memory-chip market driven by AI server demand. We noted that Micron employees were pushing for a permanent profit-sharing mechanism, and that any work stoppage could intensify global concerns over DRAM and HBM availability.
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