AMD CEO Su: Samsung and SK Hynix Vital to Long-Term Supply Chain

Su's framing of Samsung and SK Hynix as critical to AMD's long-term supply chain puts memory and foundry capacity at the center of AI hardware competition, where access to HBM and advanced packaging increasingly decides who can scale. The mention of exploring Samsung cooperation in foundry matters because it signals a possible second source beyond existing partners, a structural question for the contract manufacturing landscape. The stated tens-of-billions commitment is a scale signal rather than a specific plan, so whether it translates into named capacity agreements is the open question.