AMD, Google, Tesla, and BYD are sending chip orders to Samsung Foundry as TSMC's leading-edge capacity runs out through 2028.
Samsung signed an MOU with AMD on March 18 locking in HBM4 supply for the Instinct MI455X GPU and 6th Gen EPYC, then unveiled the successor HBM4E at NVIDIA GTC 2026 — 16 Gbps per pin, 4.0 TB/s, and Samsung's strongest AI memory position in two years.
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