AMD Deepens Asian AI Ties With NAVER Cloud And Samsung Deals [Yahoo! Finance]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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Source: Yahoo! Finance
Advanced Micro Devices (NasdaqGS:AMD) and NAVER Cloud agreed to work together on sovereign AI infrastructure projects in South Korea. AMD and Samsung expanded their collaboration to include HBM4 supply for future AI accelerators and advanced DRAM for EPYC processors. The companies are also exploring a potential foundry relationship that could involve Samsung manufacturing certain AMD chips. For investors watching NasdaqGS:AMD, these announcements come with the stock trading around $217.5 after a 131.9% return over the past year and 160.9% over five years. The new partnerships connect AMD more deeply with AI data center build outs and cloud infrastructure, which is where a lot of capital and attention are focused right now. When considering AMD's role in AI hardware, these moves increase its exposure to memory, cloud, and potentially manufacturing breadth alongside its existing GPU and CPU roadmap. Key points to monitor from here include how quickly these collaborations turn i
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AMD
Earnings
- 2/3/26 - Beat
AMD
Sec Filings
- 3/27/26 - Form ARS
- 3/27/26 - Form DEFA14A
- 3/27/26 - Form DEF
- AMD's page on the SEC website