Last mentioned: Mar 26, 2026
Pyeongtaek Site Visit
AMD CEO Lisa Su tours Samsung's flagship production lines in South Korea.
Strategic Foundry Talks
High-level discussions begin regarding the expansion of ties into logic chip manufacturing.
HBM Supply Ramp
Samsung increases production of HBM3E to meet global AI demand.
AMD Market Expansion
AMD's growth in data center market share increases its need for diversified foundry capacity.
AMD CEO Lisa Su's visit to Samsung's Pyeongtaek facility signals a strategic move to diversify AMD's manufacturing base beyond TSMC. The discussions are expected to pivot from memory supply to advanced foundry services, potentially reshaping the competitive landscape for AI and high-performance computing chips.
This page surfaces every story mentioning Advanced Micro Devices across our supply chain coverage. We track each entity's appearance over time so readers can trace how the narrative evolves — which developments are isolated incidents, which build into longer arcs, and which reframe how operators in the space think about the entity. Story selection uses the same multi-source verification gate applied across the rest of our coverage.
Read our editorial methodology for how we identify, deduplicate, and score entity references. Our glossary defines the technical terms used across stories on this page, and our trends index contextualizes individual developments against the longer-running supply chain beat. Cross-entity comparisons live on our compare view.
| What you see | What it tells you |
|---|---|
| Story count | Number of distinct stories where Advanced Micro Devices was a primary or referenced actor. |
| Recency clustering | Whether mentions are concentrated in a recent window (a news cycle) or distributed (a sustained arc). |
| Sentiment distribution | Aggregate sentiment of the stories mentioning this entity, weighted by impact score. |
| Cross-niche links | When the same entity surfaces in our sibling networks, we link to those views to enrich context. |