Samsung and AMD Expand Strategic Collaboration on Next-Generation AI Memory Solutions
The companies will collaborate on industry-leading HBM4 supply for AMD Instinct MI455X GPUs and next-generation DDR5 solutions for AMD EPYC processors and the AMD Helios platform
This is a Press Release edited by StorageNewsletter.com on March 25, 2026 at 2:01 pmSamsung Electronics announced it has signed a Memorandum of Understanding (MOU) with AMD to expand their strategic collaboration on next-generation AI memory and computing technologies.
The signing ceremony was held at Samsung’s most advanced chip manufacturing complex in Pyeongtaek, Korea, attended by Dr. Lisa Su, chair and CEO of AMD, and Young Hyun Jun,vVice chairman & CEO, Samsung Electronics.
“Samsung and AMD share a commitment to advancing AI computing, and this agreement reflects the growing scope of our collaboration,” said Young Hyun Jun, vice chairman & CEO, Samsung Electronics. “From industry-leading HBM4 and next-gen memory architectures to cutting-edge foundry and advanced packaging, Samsung is uniquely positioned to deliver unrivaled turnkey capabilities that support AMD’s evolving AI roadmap.”
“Powering the next gen of AI infrastructure requires deep collaboration across the industry,” said Dr. Lisa Su, chair and CEO, AMD. “We are thrilled to expand our work with Samsung, bringing together their leadership in advanced memory with our Instinct GPUs, EPYC CPUs and rack-scale platforms. Integration across the full computing stack, from silicon to system to rack, is essential to accelerating AI innovation that translates into real-world impact at scale.”
Under the MOU, Samsung and AMD will align on primary HBM4 supply for the next-gen AMD AI accelerator, the AMD Instinct MI455X GPU, as well as advanced DRAM solutions for 6th Gen AMD EPYC CPUs, codenamed “Venice.” These technologies will support next-gen AI systems combining AMD Instinct GPUs, AMD EPYC CPUs and rack-scale architectures such as the AMD Helios platform.
Samsung and AMD are closely collaborating on advanced memory technologies for AI and data center workloads. As memory bandwidth and power efficiency become increasingly critical to system-level performance, this collaboration will help deliver more optimized AI infrastructure for customers.
An industry-first to enter mass production, Samsung’s HBM4 is built on its most advanced 6th-gen 10-nm (nm)-class DRAM process (1c) and a 4nm logic base die, featuring processing speeds of up to 13 gigabits-per-second (Gbps) and maximum 3.3 terabytes-per-second (TB/s) bandwidth that exceeds industry standards.
Powered by Samsung HBM4’s industry-leading performance, reliability and energy efficiency, the AMD Instinct MI455X GPU is expected to be the optimum solution for high-performance systems handling AI model training and inference.
The MI455X GPU will serve as a key building block for the AMD Helios rack-scale architecture, designed to deliver the performance and scalability required for next-gen AI infrastructure.
As part of their collaboration, Samsung and AMD will also work together on high-performance DDR5 memory optimized for the 6th Gen AMD EPYC CPUs. The companies aim to deliver industry-leading DDR5 memory solutions for systems built on the AMD Helios rack-scale architecture.
The two companies will also discuss opportunities for foundry partnership, through which Samsung would provide foundry services for next-gen AMD products.
Samsung and AMD have collaborated for nearly two decades across graphics, mobile and computing technologies, including Samsung serving as the primary HBM3E partner to AMD, powering the latest AMD Instinct MI350X and MI355X AI accelerators.
Comments
The GPU memory segment has become exceptionally hot, as clearly demonstrated by the recent financial results of Micron Technology, Samsung Electronics, and SK hynix. This is a highly concentrated market experiencing a strong surge in demand, which also explains the rapid increase in prices.
The agreement mentioned above between a Korean company and an American one comes as a surprise, especially given the absence of a similar official deal with Micron Technology, the leading American player in this space. Why did AMD choose Samsung? Notably, Nvidia has also selected Samsung for HBM4.
A key aspect of this agreement is its broad scope, covering AMD's AI accelerators, AMD Instinct GPUs, AMD EPYC CPUs, and the Helios platform, all leveraging HBM4 and DRAM. This highlights that AMD's ambitions in the AI and high-performance computing space are both significant and serious.
It will be interesting to see how competitors respond and whether additional agreements emerge, as HBM4 is revealing itself to be a critical bottleneck in the industry - making multi-sourcing an increasingly strategic necessity.






