AMD is still looking into partnership opportunities with Samsung for memory purposes, as the RAM crisis continues to heighten and as many companies in the industry believe it will extend out years further than initially suspected when it began. Samsung, for example, has repeatedly said that it believes the RAM crisis could last until at least 2028, having noted that it has already sold through its memory stock for most or all of 2027.
More recently Micron had reportedly said that all of its stock for 2027 was also gone, noting that it thinks the crisis could last a couple more years. It’s also been stated that it could last beyond 2030 before it starts to revert. Amidst these struggles, which all companies in the computing space are facing, AMD is looking into ways it can “optimize their memory footprint.”
The AMD and Samsung partnership would see Samsung would make chips for next-gen AMD devices
The partnership that AMD is discussing isn’t final but AMD’s CEO Lisa Su does mention what the partnership would entail. According to reporting from Reuters, Su states that AMD is exploring an opportunity for a foundry partnership with Samsung, where Samsung would do the chip manufacturing for next-gen AMD devices.
Su also mentions that AMD “very much relies on the Korean supply chain,” which is a major factor in why Samsung and SK Hynix are key to AMD’s expansion into data centers. Su has stated that AMD had already met with SK Hynix executives while visiting Seoul, and that the company would be doing the same thing with Samsung.
AMD has also recently been reported to potentially be working with Google on a new TPU with on-package cores. AMD of course could benefit from a Samsung and/or SK Hynix partnership in several ways, with memory chip manufacturing helping out in AMD’s data center push as well as memory for its GPUs and APUs.
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