AMD weighs Samsung foundry alliance to ease reliance on TSMC
Lisa Su said in Seoul that the chipmaker is exploring production with Samsung Electronics, testing a hedge against single-foundry…
Company watch
All companies →AMD
Every EAB briefing that touches AMD — capital spending, plants, M&A, earnings and policy exposure. 4 briefings.
- First seen
- August 28, 2026
- Latest
- October 7, 2026
- With a linked document
- 4 of 4
- Subject of the briefing
- 1
- Named as exposed
- 3
- Desks
- Semiconductors (4)
TSMC raises 2nm wafer target to 120,000 units as orders surge
The foundry lifted internal production goals by pulling forward capacity additions after Apple, Nvidia and three other anchor…
Samsung narrows SK hynix HBM lead as HBM4 shipments expand
Counterpoint Research data shows Samsung captured 33% of second-quarter HBM revenue, halving the lead of SK hynix as chipmakers…
South Korean substrate makers develop embedded silicon bridges for AI chips
LG Innotek and Samsung Electro-Mechanics advance bridge-embedded FC-BGA substrates to lower 2.5D packaging costs for AI…