Samsung to Provide HBM4 for AMD MI455X Accelerators, Explore DDR5 and Foundry Tie-Up
Samsung Electronics and AMD signed a memorandum of understanding to supply HBM4 memory for Instinct MI455X AI accelerators and optimized DDR5 for AMD’s sixth-generation EPYC CPUs. They will also explore a foundry agreement for manufacturing AMD products as Samsung seeks to boost HBM share past 22% vs SK Hynix’s 57%.
1. Partnership Overview
AMD and Samsung Electronics signed a memorandum of understanding to deepen collaboration on AI chips, building on their existing HBM3E supply arrangement. The agreement covers memory supply for AI accelerators and datacenter processors, aiming to strengthen AMD’s position in AI infrastructure.
2. Memory Supply Details
Under the MoU, Samsung will provide HBM4 memory for AMD’s upcoming Instinct MI455X accelerators and optimized DDR5 modules for sixth-generation EPYC CPUs. These supplies could help AMD meet growing demand for high-bandwidth memory in next-generation AI systems.
3. Foundry Collaboration Prospects
The partners will explore a foundry agreement that may see Samsung manufacturing AMD products, marking a potential shift in AMD’s production strategy. Samsung aims to boost its HBM market share beyond 22%, challenging SK Hynix’s 57% lead as AI-driven demand intensifies.