TLDR
- AMD and Samsung signed an MoU to expand their AI memory chip partnership
- The deal focuses on Samsung supplying HBM4 chips for AMD’s upcoming Instinct MI455X AI accelerators
- Samsung will also supply optimised DDR5 memory for AMD’s sixth-gen EPYC “Venice” processors
- Both companies will explore a potential foundry partnership, where Samsung could manufacture future AMD chips
- Samsung stock jumped more than 7% on the news; AMD was down just 0.14%
AMD and Samsung Electronics signed a memorandum of understanding on Wednesday to deepen their collaboration on memory chip supply for AI infrastructure.
Samsung has agreed to supply next-generation HBM4 memory to $AMD, with Samsung set to be the primary supplier for AMD’s MI455X AI accelerators.
The two companies also agreed to collaborate on next-gen AI memory and computing technologies, with Samsung supplying DDR5 for AMD’s… pic.twitter.com/b09BANKB6L
— Wall St Engine (@wallstengine) March 18, 2026
The deal covers Samsung’s next-generation high-bandwidth memory — HBM4 — earmarked for AMD’s Instinct MI455X AI accelerators. It also includes optimised DDR5 memory for AMD’s sixth-generation EPYC processors, codenamed “Venice.”
Advanced Micro Devices, Inc., AMD
These components are designed to support next-generation AI systems that combine AMD Instinct GPUs, EPYC CPUs, and rack-scale platforms like the Helios architecture.
Samsung is already an established HBM supplier to AMD. The Korean firm has been providing HBM3E chips used in AMD’s MI350X and MI355X accelerators, so this agreement builds on an existing supply relationship rather than starting from scratch.
Under the new MoU, Samsung formally positions itself as a primary HBM4 source for AMD’s next-gen AI GPU lineup.
The two companies also said they will explore foundry cooperation, meaning Samsung could potentially manufacture future AMD chips as a contract fab. No deal has been signed on that front yet — it remains at the discussion stage.
Timing Follows Nvidia Partnership Announcement
The AMD announcement comes just one day after Nvidia revealed its own foundry partnership with Samsung at the GTC developer conference in San Jose.
Nvidia CEO Jensen Huang said Samsung is producing its latest AI chips and highlighted the company’s 4-nanometer technology. With both AMD and Nvidia now exploring or confirming foundry ties with Samsung, the Korean chipmaker is looking increasingly central to the next wave of AI hardware production.
Samsung currently holds about 22% of the global HBM market. Market leader SK Hynix sits at 57%, according to Counterpoint Research. The gap is real, and Samsung has been pushing to close it.
Samsung stock responded sharply — up more than 7% on Wednesday.
AMD, meanwhile, was essentially flat, down just 0.14% on the day, suggesting the market views this deal as more immediately material for Samsung.
AMD’s Broader AI Chip Pipeline
AMD has been stacking up large AI chip agreements over the past year. Last month, the company said it agreed to sell up to $60 billion worth of AI chips to Meta Platforms over five years. That deal gives Meta the option to buy up to 10% of the chips.
AMD struck a similar long-term supply agreement with OpenAI last year.
Earlier this week, Samsung’s co-CEO said the company is working with major customers to shift toward multi-year contracts of three to five years to reduce demand volatility.
He described the chip industry as entering an “unprecedented supercycle” driven by rising investment in AI data centres.
Samsung’s co-CEO also said the company must prepare for “various scenarios” ahead. The HBM4 supply agreement with AMD is one piece of that preparation.
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