Samsung has witnessed the signing of a massive contract for its HBM3E memory, securing $3 billion worth of supply to none other than AMD.
AMD's Next-Gen Instinct AI Accelerators Will Feature Samsung's HBM3E Memory Technology
Korean media reports that the HBM manufacturer Samsung has achieved yet another business accomplishment: working to attain AMD's trust in its HBM3E memory. The Korean giant has decided to supply HBM3E 12-layer DRAM to AMD, which is expected to come into mass production sometime later this year.
It is reported that the contract's worth is around 4 trillion won, or $3 billion, which is indeed huge for both Samsung and AMD, considering that not only are both of them known as the "industry underdogs" in their respective segments but Samsung and AMD are striving to gain interest in their markets, in an attempt to replicate the success seen with NVIDIA and partners. Moreover, it is said that Samsung has bought AMD's GPUs in exchange, but the quantities haven't been disclosed yet.
Well, in terms of what to expect with AMD and HBM3E, the nearest model scheduled to debut with the memory standard is the Instinct MI350 accelerator. In previous coverage, we reported that AMD's MI300 refresh is going to be the next AI release from the firm, which is expected to feature a refreshed CDNA 3 architecture utilizing TSMC's 4nm process node. Moreover, AMD has previously teased that upcoming Instinct variants will feature an upgraded HBM3 architecture; in this case, HBM3E is likely the contender to debut in AMD's camp.
For a quick rundown, the HBM3e memory standard offers a 50% faster speed up over the existing HBM3 standard, delivering up to 10 TB/s bandwidth per system and 5 TB/s bandwidth per chip with memory capacities of up to 141 GB.
With Samsung onboard, AMD would have a robust supply chain for its next-gen AI Instinct lineups. The firm could compete with the likes of NVIDIA, too. For the Korean giant, however, by offering competitive HBM and semiconductor services, Samsung Foundry will aim to establish a stance in the markets, ultimately putting itself in the right direction.
News Source: Bridge Economy
