JP Insights(@jpinsights):AMD’s Lisa Su met with SK hynix today and her message to memory suppliers was pretty simple: “Build faster, as fast as possible.” $AMD says overall data center demand remains very strong and described $SKHYNIX and Samsung as key to achieving its ambitions in AI. Korean reporting also says AMD’s HBM relationship is now being planned across multiple generations, with HBM4 supply already expanding.

JP Insights

@jpinsights

I write about the boring stuff behind AI. Longer analysis available on my Substack. NFA

가입 September 2016

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JP Insights@jpinsights

2026.10.07 17:25

AMD’s Lisa Su met with SK hynix today and her message to memory suppliers was pretty simple: “Build faster, as fast as possible.” $AMD says overall data center demand remains very strong and described $SKHYNIX and Samsung as key to achieving its ambitions in AI. Korean reporting also says AMD’s HBM relationship is now being planned across multiple generations, with HBM4 supply already expanding.