Samsung just found a shocking new way into AMD's AI push [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
A warning shot that the chipmaker is looking to push its way into AMD's lucrative artificial intelligence supply chain Samsung Electronics may have found a back door into one of the hottest businesses in the stock market. The South Korean tech giant recently inked an amazing agreement. Under the auspices of the deal, Samsung will supply sixth-generation high-bandwidth memory, or HBM4 , for Advanced Micro Devices' next flagship artificial intelligence accelerator system Reuters reported. On its face, that sounds like a straightforward memory win . But it may be bigger than that. A report from Chosun Biz , cited by SamMobile , says Samsung is trying to turn that HBM4 relationship into something far more valuable: a share of AMD's advanced chip manufacturing work If that goes down, it will mark a line in the sand, as AMD (AMD) has long leaned on Taiwan Semiconductor Manufacturing ( TSM for leading-edge logic production. That's why this story matters to investors. This is no
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News
- The $1 Trillion Opportunity Advanced Micro Devices, Inc. (AMD) Wants In On [Yahoo! Finance]Yahoo! Finance
- Upstage Discusses Buying 10,000 AMD AI Chips to Diversify Supply [Yahoo! Finance]Yahoo! Finance
- AMD Eyes 10,000 AI Chip Deal With Korea's Upstage [Yahoo! Finance]Yahoo! Finance
- AMD South Korea 10,000 AI Chips Deal Fails to Lift Stock [Yahoo! Finance]Yahoo! Finance
- AMD May Land Key AI Deal In Korea [Yahoo! Finance]Yahoo! Finance
AMD
Earnings
- 2/3/26 - Beat
AMD
Sec Filings
- 3/18/26 - Form 4
- 3/16/26 - Form 4
- 3/13/26 - Form 4
- AMD's page on the SEC website