AMD (AMD) and Samsung (005930 KS) are reportedly in negotiations on a contract for AMD to allocate volume to Samsung's leading-edge foundry process, edaily reports citing sources
- "Industry sources indicate that the visit will cover discussions on long-term supply agreements spanning commodity DRAM and NAND flash in addition to broader memory categories"
Context
AMD and Samsung's negotiations indicate a potential strategic partnership that could enhance AMD's supply chain capabilities through Samsung's advanced foundry services. This move may offer AMD a competitive edge in the semiconductor market, particularly against TSMC, and could signal broader consolidation trends in the industry as firms seek to secure reliable manufacturing partners.
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