AMD CEO Su: Chipmaker to Keep Exploring Samsung Foundry, Memory Cooperation

Su's remarks frame memory scarcity as an operational constraint rather than a cyclical one, with AMD optimizing usage alongside customers instead of waiting for supply to loosen. That shifts leverage toward memory suppliers and makes foundry diversification a strategic hedge, not just a cost exercise. Her meetings with both SK Hynix and Samsung signal AMD is courting parallel capacity rather than committing to one partner. Whether any of this moves beyond exploration into signed capacity agreements is the open question.