On October 7, 2026, AMD CEO Lisa Su said AMD continued exploring cooperation with Samsung Electronics on memory supplies and foundry manufacturing. In a foundry arrangement, Samsung would manufacture chips designed by AMD under contract.
AMD was exploring foundry cooperation with Samsung
Su described the discussions as ongoing exploration of potential partnerships in both memory and foundry businesses. Foundry manufacturing is distinct from supplying memory chips: it means making chips designed by another company.
Memory supply is part of the business context
Su said memory supplies were tight and AMD was working with customers to optimize their memory use as demand for computing capacity grows. She also described data-center demand across AMD’s portfolio as strong. Su identified Samsung Electronics and SK Hynix as key partners for AMD’s data-center ambitions and said AMD relied heavily on the Korean supply chain.
What the March memorandum covered
AMD and Samsung reportedly signed a memorandum of understanding in March covering memory-chip supplies for AI infrastructure. The companies also planned to discuss possible foundry cooperation.
What a possible foundry arrangement could mean
If the discussions lead to an arrangement, Samsung could provide contract manufacturing for future AMD products. That would be a potential manufacturing role alongside the companies’ memory-supply cooperation.
