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    AMD Deepens Samsung Ties to Support Next-Gen AI Chips

    ManufacturingNews

    AMD Deepens Samsung Ties to Support Next-Gen AI Chips

    Deal covers next-generation memory for AI GPUs and CPUs as AMD looks to diversify beyond TSMC

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    AMD signed a memorandum of understanding with Samsung Electronics on March 18, 2026, to expand its AI infrastructure supply chain, focusing on next-generation memory and potential chip manufacturing, according to Reuters in its report .

    The agreement positions AMD to secure critical components for its upcoming data center GPUs and CPUs as demand for AI compute continues to rise.

    The deal centers on Samsung supplying high-bandwidth memory (HBM4) for AMD’s future Instinct MI455X accelerators, along with optimized DDR5 memory for its sixth-generation EPYC server processors.

    HBM has become a key constraint in AI system deployment, with performance gains increasingly tied to memory bandwidth and efficiency rather than compute alone.

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    About the author

    Mukundan Sivaraj

    Mukundan covers enterprise AI and the AI startup ecosystem for AIM Media House. Reach out to him at mukundan.sivaraj@aimmediahouse.com or Signal at mukundan.42.

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