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Key facts: Samsung (005930) HBM4 Deal; Foundry Talks; Fab Woes
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Samsung Electronics (005930) named primary HBM4 supplier for AMD’s MI455X; deal also covers DDR5 development for AMD’s next‑gen EPYC and Helios systems; no new foundry contracts announced. AMD is exploring a foundry tie-up with Samsung Electronics (005930); talks cover contract manufacturing for next‑gen chips and ongoing memory supply collaboration amid strong data‑center demand. Samsung Electronics (005930) faces ongoing fab issues: trouble maintaining 24/7 chip…