# AMD

Type: Company

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/amd
Canonical HTML page: https://getsupplybrief.com/entity/amd

## Timeline

- **2026-Q4 (projected)**: HBM4 Production — Anticipated start of mass production for next-generation High Bandwidth Memory (HBM4).
- **2026-Q4**: Technical Validation — Expected period for technical validation of Samsung's 3nm GAA process for AMD designs.
- **2026-03-18**: AMD Strategic Visit — AMD CEO Lisa Su visits Samsung chip plants to discuss high-level partnership expansion.
- **2026-03-18**: CEO Site Visit — AMD CEO Lisa Su visits Samsung's chip plant in South Korea to discuss expanding ties.
- **2026-03-18**: MoU Signing — Samsung and AMD officially sign an MoU on AI memory and foundry exploration.
- **2026-03-15**: AI Strategy Briefing — Mobile COO Won-Joon Choi emphasizes that AI will impact every aspect of human life and hardware design.
- **2025-12-31**: R&D Milestone — Samsung concludes 2025 with $25.6B in total R&D spending, focused on AI and advanced nodes.

## Recent coverage (3 stories)

### Anthropic’s $500M custom chip bet reshapes AI hardware supply chains
2026-08-07 22:22:42 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

Anthropic’s move into custom silicon signals a shift in AI hardware procurement as shortages force vertical integration. The $500 million design cost highlights the stakes for supply chain managers navigating a concentrated GPU market.
Full story: https://getsupplybrief.com/story/anthropic-500m-custom-chip-supply-chain

### AMD and Samsung Forge Strategic AI Memory and Foundry Alliance
2026-03-18 09:00:57 · Sentiment: Bullish · Impact: 8/10 · Sources: 2

AMD and Samsung Electronics have signed a Memorandum of Understanding to collaborate on advanced AI memory solutions while exploring a broader foundry partnership. This strategic move aims to secure AMD's supply chain for high-performance computing and challenge TSMC's dominance in the AI chip manufacturing sector.
Full story: https://getsupplybrief.com/story/amd-samsung-ai-memory-foundry-partnership

### Samsung Projects AI Chip Demand Surge Through 2026 as AMD Ties Deepen
2026-03-18 02:39:09 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

Samsung Electronics expects the AI-driven semiconductor boom to maintain strong momentum into 2026, driven by advancements in HBM4 and on-device AI integration. This bullish outlook is supported by a record $25.6 billion R&D investment and strengthening partnerships with major fabless players like AMD.
Full story: https://getsupplybrief.com/story/samsung-ai-chip-demand-2026-outlook

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