'Samsung Receives Huge Order Of HBM3 Memory To Power AMD MI300X GPUs' - WCCFtech
Portfolio Pulse from Happy Mohamed
AMD has reportedly settled a deal with Samsung to utilize its HBM3 memory and packaging technology for MI300X GPUs. Samsung has passed quality tests for its next-gen HBM3 memory and is positioned to bring AMD on board. The Samsung HBM3 memory and packaging technology will be harnessed by the MI300X GPUs and other Instinct MI300 accelerators which will lead the charge of AMD's AI growth in the coming year. NVIDIA is also considering Samsung as a potential supplier, as TSMC is currently unable to fulfill the immense demand from the AI industry.

August 23, 2023 | 2:52 pm
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AMD has settled a deal with Samsung to use its HBM3 memory for MI300X GPUs. This partnership could boost AMD's AI growth in the coming year.
The partnership with Samsung allows AMD to utilize cutting-edge memory technology for its GPUs, which could enhance their performance and competitiveness in the AI industry. This could potentially boost AMD's stock in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Samsung has reportedly passed quality tests for its next-gen HBM3 memory and is positioned to bring AMD on board. NVIDIA is also considering Samsung as a potential supplier.
Samsung's HBM3 memory technology has passed quality tests and is attracting interest from major tech companies like AMD and potentially NVIDIA. This could increase demand for Samsung's products and potentially boost its stock in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100