According to Citrini analyst Jukan on X, AMD is close to signing a large-scale supply agreement with Samsung Electronics for HBM4. AMD CEO Lisa Su stated during the AMD Advancing AI 2026 event in San Francisco on June 23 that the two companies have nearly finalized the agreement. AMD has already announced that its Helios AI server rack has entered mass production, with shipments planned for the end of the third quarter. Samsung Electronics’ President of Foundry Business, Han Jin-man, and DSA Head Cho Sang-yeon attended Lisa Su’s keynote and engaged in negotiations with AMD executives regarding the initiation of HBM4 supply.
AMD Near HBM4 Supply Agreement with Samsung Electronics
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Summary
AMD is nearing finalization of a major HBM4 supply agreement with Samsung Electronics, according to on-chain news from AiCoin. AMD CEO Lisa Su announced the development during the AMD Advancing AI 2026 event in San Francisco on June 23. Samsung executives Han Jin-man and Cho Sang-yeon participated in the discussions. The deal represents a significant update in AI and crypto news, as HBM4 is expected to enable next-generation AI hardware.
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