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 […]
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