AI · SEMICONDUCTOR · FACT CHECK
SKD WIRETrue
AMD chief executive Lisa Su said the company will work with Samsung and SK on next-generation HBM4 memory, and announced plans to invest tens of billions of dollars worldwide, according to the claim under review, which has been judged true.
Su stated that AMD is cooperating with Samsung and SK on HBM4, the next generation of high-bandwidth memory used alongside AI accelerators. The announcement positions AMD to secure advanced memory supply from Korea's two largest memory makers as demand for AI chips accelerates.
Details such as the scale of the HBM4 supply agreements or production timelines were not specified in the claim.
Alongside the memory cooperation, Su announced plans to invest several tens of billions of dollars globally. The announcement underscores the scale of AMD's expansion as competition intensifies in the market for AI semiconductors.
Specific figures, destinations for the investment, or allocations between manufacturing, research and development, and other areas were not provided in the available information.
The cooperation with Samsung and SK highlights the central role of Korean semiconductor companies in the global AI hardware supply chain, particularly in high-bandwidth memory, where SK hynix and Samsung are leading suppliers to chip designers.
The claim that Lisa Su announced cooperation with Samsung and SK on HBM4 together with a global investment of several tens of billions of dollars is assessed as true.
