AMD's CEO, Lisa Su, and her visit to South Korea were apparently aimed at securing HBM4 supply from Samsung, and it appears she has succeeded in securing the desired capacity. AMD Is Yet Again Second to NVIDIA In Securing HBM4 Capacity From Samsung, Which Doesn't Give Them Much Leverage The AI industry, particularly companies involved in the supply chain, has become a much more important entity for manufacturers like AMD, as supply constraints have given them the upper hand in negotiations. A few days ago, we discussed how AMD's Lisa Su plans to visit South Korea to meet with Samsung […]

Read full article at https://wccftech.com/amd-finally-secures-samsung-hbm4-supply-following-nvidia-footsteps/

AMD's CEO, Lisa Su, is reportedly flying to South Korea next week to meet with executives to discuss memory and supply chain matters. AMD's CEO Is Expected to Visit South Korea After More Than a Decade, Likely to Secure Supply Capacity Upfront For companies like AMD and NVIDIA, which are involved in the world's largest infrastructure buildout, it's probably in their best interests to keep their supply chain partners close, and we have already seen Jensen execute on this. NVIDIA's CEO visited Taiwan and South Korea several times last year to meet with supply chain executives, which has helped the […]

Read full article at https://wccftech.com/amd-lisa-su-flies-to-korea-next-week-to-secure-memory/