AMD CEO Lisa Su calls Samsung and SK Hynix important for long-term supply chain

AMD CEO Lisa Su has named Samsung and SK Hynix as important partners for the chipmaker’s long-term supply chain. The comment comes as the AI boom turns a specialized type of memory into one of the scarcest commodities in tech. That memory is high-bandwidth memory, or HBM. Su says AMD now has to plan its supply years further out than it ever did before. A longer planning horizon for a tighter market Su visited Taiwan and South Korea in early October 2026. The trip was aimed at locking in long-term supply agreements with memory makers. Su emphasized that AMD’s capacity planning has to stretch from the previous one to two years out to a new timeline of three to five years. On October 6, 2026, Su announced that AMD plans to significantly increase supply in 2027. The ramp reflects a strategic pivot as the company responds to how fast the AI market is growing. AMD is working with memory chipmakers to address HBM supply constraints that are expected to persist through 2028. Samsung gets the priority seat The backbone of AMD’s memory strategy is a deal with Samsung Electronics. On March 18, 2026, the two companies signed a memorandum of understanding naming Samsung as AMD’s priority suppli...