# Advanced Micro Devices

Type: Company (AMD)

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/advanced-micro-devices
Canonical HTML page: https://getsupplybrief.com/entity/advanced-micro-devices

## Timeline

- **2026-06-18**: Trump Announces Apple-Intel Partnership on Truth Social — President Trump posts that Apple agreed to design and build chips with Intel in the USA, triggering a 9% surge in Intel’s stock and a 0.6% rise in Apple shares.
- **2026-06-16**: Intel 18A Technology Enters Initial Production — Intel announces its next-generation 18A manufacturing node has started initial production, signaling readiness for advanced chip fabrication.
- **2026-05**: WSJ Reports Preliminary Apple-Intel Deal — The Wall Street Journal reports that Apple and Intel reached a preliminary agreement for chip production after more than a year of talks.
- **2026-03-18**: Pyeongtaek Site Visit — AMD CEO Lisa Su tours Samsung's flagship production lines in South Korea.
- **2026-03-18**: Strategic Foundry Talks — High-level discussions begin regarding the expansion of ties into logic chip manufacturing.
- **2025-Q4**: HBM Supply Ramp — Samsung increases production of HBM3E to meet global AI demand.
- **2025**: US Government Takes Stake in Intel — The Trump administration acquires a 10% equity stake in Intel and commits $10 billion to build or expand US chip factories.
- **2024**: AMD Market Expansion — AMD's growth in data center market share increases its need for diversified foundry capacity.

## Recent coverage (2 stories)

### Apple shifts chip supply to Intel in U.S. reshoring push – stock +9% on deal
2026-06-18 10:12:41 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

Apple’s decision to partner with Intel for domestic chip design and fabrication marks a strategic pivot away from TSMC, promising to reshape semiconductor supply chains, reduce logistical vulnerabilities, and align with US industrial policy.
Full story: https://getsupplybrief.com/story/apple-intel-us-chip-supply-chain

### AMD CEO Lisa Su Visits Samsung Pyeongtaek Plant to Expand Foundry Ties
2026-03-18 01:37:56 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

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.
Full story: https://getsupplybrief.com/story/amd-samsung-foundry-partnership-lisa-su-visit

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