Samsung Electronics Co Ltd has formalized an agreement with Advanced Micro Devices Inc to broaden their cooperation on memory supplies tailored for AI computing, the companies said. The memorandum of understanding focuses on delivering Samsung’s next-generation high-bandwidth memory (HBM4) for AMD’s forthcoming Instinct MI455X accelerators and providing optimized DDR5 memory for AMD’s sixth-generation EPYC central processors, which carry the codename 'Venice.'
According to the announcement, these memory components are intended to underpin next-generation AI systems built from a combination of AMD Instinct GPUs, EPYC CPUs and rack-scale designs such as the Helios platform. The collaboration is positioned to support integrated server architectures that pair accelerators and CPUs at scale.
“Samsung and AMD share a commitment to advancing AI computing, and this agreement reflects the growing scope of our collaboration,” said Young Hyun Jun, Vice Chairman & CEO of Samsung Electronics.
Under the terms described, Samsung will act as a primary supplier of HBM4 for AMD’s next-generation AI GPUs. The South Korean company already supplies high-bandwidth memory to AMD, providing HBM3E chips that are used in the MI350X and MI355X accelerators. In addition to the memory supply aspects, the two firms said they will explore potential foundry cooperation. That potential arrangement would see Samsung produce future AMD chips on a contract-manufacturing basis if both sides agree to proceed.
The timing of the announcement follows industry developments at other major chipmakers. One day earlier, Nvidia disclosed a foundry partnership with Samsung at its annual GTC developer conference. At that event, Nvidia CEO Jensen Huang said Samsung is producing Nvidia’s latest AI chips and showcased processors manufactured using Samsung’s 4-nanometer process technology. The market response to the broader set of foundry and supply-chain developments was reflected in a more than 7% rise in Samsung’s share price on the news.
Separately, Samsung management has indicated a push toward more stable customer arrangements. Earlier in the same week, a Samsung co-CEO said the company is negotiating with major customers to shift toward multi-year contracts spanning three to five years, a move intended to mitigate demand volatility. Speaking at the annual shareholder meeting in Suwon, Co-CEO Jun Young-hyun said the chip industry is entering an "unprecedented supercycle" driven by rising investment in AI data centres and emphasized that Samsung must prepare for "various scenarios."
Summary: Samsung and AMD have agreed to deepen collaboration on memory for AI infrastructure, with Samsung to supply HBM4 for AMD’s MI455X accelerators and optimized DDR5 for EPYC "Venice" CPUs. The companies are also discussing a potential foundry partnership under which Samsung could manufacture AMD chips.