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.

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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.