Shay Boloor(@StockSavvyShay):$AMD CEO Lisa Su is heading to Korea to secure HBM4 supply from $SKHY and Samsung as MI450 ramps with 432GB of memory per GPU. That makes HBM supply a big piece of AMD’s 2027 ramp while Samsung’s push for a major AI customer gives Su more leverage on allocation.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.07 14:40

$AMD CEO Lisa Su is heading to Korea to secure HBM4 supply from $SKHY and Samsung as MI450 ramps with 432GB of memory per GPU. That makes HBM supply a big piece of AMD’s 2027 ramp while Samsung’s push for a major AI customer gives Su more leverage on allocation.