Last mentioned: Mar 23, 2026
HBM4 Production
Anticipated start of mass production for next-generation High Bandwidth Memory (HBM4).
Technical Validation
Expected period for technical validation of Samsung's 3nm GAA process for AMD designs.
Pyeongtaek Site Visit
AMD CEO Lisa Su tours Samsung's flagship production lines in South Korea.
Strategic Foundry Talks
High-level discussions begin regarding the expansion of ties into logic chip manufacturing.
AMD Strategic Visit
AMD CEO Lisa Su visits Samsung chip plants to discuss high-level partnership expansion.
CEO Site Visit
AMD CEO Lisa Su visits Samsung's chip plant in South Korea to discuss expanding ties.
MoU Signing
Samsung and AMD officially sign an MoU on AI memory and foundry exploration.
AI Strategy Briefing
Mobile COO Won-Joon Choi emphasizes that AI will impact every aspect of human life and hardware design.
R&D Milestone
Samsung concludes 2025 with $25.6B in total R&D spending, focused on AI and advanced nodes.
HBM Supply Ramp
Samsung increases production of HBM3E to meet global AI demand.
AMD Market Expansion
AMD's growth in data center market share increases its need for diversified foundry capacity.
The KOSPI is expected to retreat in Monday's session, potentially erasing Friday's gains as investors react to a massive share sale by Samsung Life and an approved strike by Samsung Electronics workers. Broader semiconductor volatility, triggered by cautious guidance from global peers like Micron, further dampens the outlook for Seoul's tech-heavy index.
AMD and Samsung Electronics have signed a Memorandum of Understanding to collaborate on advanced AI memory solutions while exploring a broader foundry partnership. This strategic move aims to secure AMD's supply chain for high-performance computing and challenge TSMC's dominance in the AI chip manufacturing sector.
Samsung Electronics expects the AI-driven semiconductor boom to maintain strong momentum into 2026, driven by advancements in HBM4 and on-device AI integration. This bullish outlook is supported by a record $25.6 billion R&D investment and strengthening partnerships with major fabless players like AMD.
AMD CEO Lisa Su is visiting Samsung Electronics' Pyeongtaek facility to discuss broadening their partnership into foundry services. This move signals AMD's strategic effort to diversify its manufacturing base beyond TSMC as AI chip demand continues to surge.
AMD CEO Lisa Su's visit to Samsung's Pyeongtaek facility signals a strategic move to diversify AMD's manufacturing base beyond TSMC. The discussions are expected to pivot from memory supply to advanced foundry services, potentially reshaping the competitive landscape for AI and high-performance computing chips.
Meta has committed up to $100 billion to purchase AI chips from AMD, marking one of the largest hardware procurement deals in tech history. This strategic move significantly reduces Meta's reliance on NVIDIA while positioning AMD as a primary competitor in the high-end AI accelerator market.