AMD is negotiating with Samsung to secure high-bandwidth memory (HBM) supply and is weighing an expansion of its foundry work in Korea, Chosunbiz reports.

The talks cover two separate tracks. AMD wants Samsung as a source of HBM, the memory stacked next to AI accelerators' compute dies. The company is also evaluating whether to place more manufacturing capacity with Samsung's Korean fabs.

What does the HBM deal mean for AMD?

Securing a second HBM supplier would give AMD an alternative to its current memory sourcing for data-center GPUs. HBM supply is a key constraint for AI accelerator vendors, and agreements with memory makers directly determine how many chips a designer can ship.

Samsung, one of the world's three HBM producers alongside SK Hynix and Micron, has been seeking AI-related memory orders to strengthen its position in that market.

Is AMD expanding in Korea?

Alongside the memory discussions, AMD is considering a foundry expansion in Korea, according to the report. That would deepen the company's manufacturing relationship with Samsung Electronics beyond memory procurement.

Details on timing, volumes, or financial terms of the potential agreements were not disclosed in the report.

Why does this matter for the market?

• An AMD–Samsung HBM agreement would add a major customer to Samsung's AI memory business.
• A foundry expansion in Korea would broaden AMD's manufacturing footprint.
• The move reflects how AI accelerator makers are locking up memory and capacity across the supply chain.

Neither company has publicly confirmed the negotiations.