星球日报
星球日报|Jul 24, 2026 09:01
[HBM4 Large-Scale Supply Agreement Nearing Completion, AMD to Finalize Agreement with Samsung Electronics] Odaily Planet Daily News: Citrini analyst Jukan posted on the X platform stating that AMD is close to signing the final large-scale supply agreement for HBM4 with Samsung Electronics. AMD CEO Lisa Su mentioned during the 'AMD Advancing AI 2026' event held in San Francisco on June 23 that the two parties are 'almost there.' AMD has announced that its 'Helios' AI server rack has entered mass production, with plans to begin shipments by the end of the third quarter. Samsung Electronics Foundry Business President Han Jin-man and DSA Head Cho Sang-yeon attended Lisa Su's keynote speech and continued negotiations with AMD executives to fully launch HBM4 supply.
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