Now Playing
Lisa Su in Seoul: AMD's HBM4 Crisis, Samsung Foundry Pitch & Nvidia RTX Spark Ships
Audio is available on Spreaker — see link below.
AMD CEO Lisa Su flew to Seoul to secure HBM4 supply as shortages threaten MI455X production through 2027, while Samsung eyes AMD as a foundry customer and Nvidia's RTX Spark hits shelves October 16. Six stories covering the memory crunch, TSMC concentration risk, Samsung's Vietnam capacity shift, and Upscale AI's heterogeneous chip fabric.
Audio is available on Spreaker — see link below.
AMD CEO Lisa Su flew to Seoul on October seventh to secure HBM4 memory supply from Samsung. That visit tells you something important: the shortage is no longer theoretical.
This wasn't a courtesy call. The October meeting marks a clear escalation from the exploratory memorandum of understanding signed earlier in twenty twenty-six, which covered HBM4 for MI455X, DDR5 for Venice EPYC, and the Helios platform.
That's the underlying pressure this story surfaces. AMD, like almost everyone in high-performance compute, runs critical production through TSMC.
Meanwhile, Samsung is restructuring its own geography. The company is investing the equivalent of around four billion US dollars in chip testing facilities in Vietnam, with those facilities expected to open in the fourth quarter of twenty twenty-seven.
On the Nvidia side, something more concrete landed this week. Pre-orders opened for the Surface Laptop Ultra and RTX Spark Windows PCs, with an October sixteenth confirmed ship date.
One more thread worth tracking: Upscale AI's Token Fabric platform is set to begin rollout in the fourth quarter of twenty twenty-six. It links multi-vendor AI chips, including AMD, Intel, and ARM-based designs, through Nvidia's Spectrum-X networking infrastructure.
Chapter summary auto-generated from the verified script. Listen to the full episode for the complete content.