AMD CEO Lisa Su calls Samsung and SK Hynix important for long-term supply chain
· Source: cryptobriefing.com
In short
AMD CEO Lisa Su emphasized the importance of Samsung and SK Hynix in the company's long-term supply chain planning, extending their memory capacity planning from one to two years out to three to five years. AMD is addressing high-bandwidth memory (HBM) supply constraints driven by growing AI demand, with a key agreement naming Samsung as the priority supplier for HBM4 used in AMD's AI accelerators and server processors.
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In the issue of week 41, 2026: AI Moves Supply Chains From Planning Toward Execution, But Data and Capacity Set the Pace
Tags: memory, HBM, supply, planning, AI, chip