AMD announced multiple collaborations focused on advancing AI infrastructure, including an expanded strategic agreement with Samsung Electronics Co., Ltd. for next-generation memory supply, alongside partnerships with NAVER Cloud and Upstage to support sovereign AI development in Korea. Samsung and AMD signed a Memorandum of Understanding (MOU) to expand collaboration on AI memory and computing technologies. The signing occurred at Samsung’s chip manufacturing complex in Pyeongtaek, Korea, attended by Dr. Lisa Su, Chair and CEO of AMD, and Young Hyun Jun, Vice Chairman & CEO of Samsung Electronics.
Under the MOU, Samsung will provide primary HBM4 supply for the AMD Instinct MI455X GPU, AMD's next-generation AI accelerator. The companies will also work on advanced DRAM solutions, including next-generation DDR5 memory optimized for the 6th Generation AMD EPYC CPUs, codenamed “Venice.” These memory technologies will support AI systems integrating AMD Instinct GPUs, AMD EPYC CPUs, and rack-scale architectures such as the AMD Helios platform.
Samsung’s HBM4 utilizes the company’s 6th-generation 10-nanometer-class DRAM process (1c) and a 4nm logic base die, with processing speeds up to 13 Gbps and maximum bandwidth of 3.3 TB/s. The AMD Instinct MI455X GPU, incorporating this HBM4, is positioned for AI model training and inference workloads and will serve as a building block for the AMD Helios rack-scale architecture.
The agreement also includes discussions on a potential foundry partnership, where Samsung could offer foundry services for next-generation AMD products. Samsung has previously served as the primary HBM3E supplier for AMD’s Instinct MI350X and MI355X AI accelerators, with the companies collaborating for nearly two decades across graphics, mobile, and computing areas.
In a separate announcement, AMD and NAVER Cloud detailed a strategic collaboration to develop sovereign AI infrastructure in Korea using AMD’s compute platforms. NAVER Cloud will expand deployment of AMD EPYC processors, including the upcoming 6th-Gen AMD EPYC “Venice” processor, to handle large-scale AI training and inference in its cloud and AI services. AMD will grant NAVER Cloud early access to the AMD Instinct MI455X GPUs for cloud and production environments.
The parties will optimize NAVER Cloud AI services and software stacks on AMD platforms and AMD ROCm software, and pursue joint research and development for new AI services and solutions.
AMD and Upstage, a South Korean AI lab developing Artificial General Intelligence, expanded their strategic collaboration to accelerate next-generation AI models and contribute to Korea’s sovereign AI ecosystem.
Following a meeting in Seoul between Upstage CEO Sung Kim and Dr. Lisa Su, Upstage will deploy AMD Instinct MI355 GPUs under a multi-phase roadmap over the next year. This deployment will enable scaling of Upstage’s large language models and document processing engines for enterprise workflows and sovereign AI initiatives, including participation in Korea's government-led Proprietary AI Foundation Model project.
The collaboration involves AMD ROCm open software to support Upstage’s AI model development, aiming to strengthen Korea’s domestic AI ecosystem and diversify sovereign AI infrastructure.
