Technology Integration
Important
Medium
80% Confidence
Samsung and AMD Deepen AI Hardware Collaboration with HBM4 Supply and Foundry Services
Summary
Samsung will be the primary HBM4 supplier for AMD's next-gen MI455X GPU, delivering 13Gbps bandwidth memory. The partners will also develop DDR5 solutions for 6th-gen EPYC CPUs and explore Samsung's foundry services for future AMD products.
Key Takeaways
Samsung and AMD signed an MOU where Samsung will be the primary HBM4 supplier for AMD's MI455X GPU, using 6th-gen 10nm-class DRAM and 4nm logic substrate to deliver 13Gbps speed and 3.3TB/s bandwidth.
The collaboration includes optimized DRAM solutions for AMD's 6th-gen EPYC "Venice" CPUs, with components integrated into AMD's Helios rack-scale architecture. The companies are exploring Samsung's foundry services for future AMD products.
The collaboration includes optimized DRAM solutions for AMD's 6th-gen EPYC "Venice" CPUs, with components integrated into AMD's Helios rack-scale architecture. The companies are exploring Samsung's foundry services for future AMD products.
Why It Matters
This collaboration strengthens AMD's position in AI acceleration market and solidifies Samsung's key role in high-end AI memory supply chain....