Lisa Su flies to Seoul to secure HBM4 supply for AMD

AMD CEO Lisa Su met Samsung and SK Hynix leaders in Seoul; the two control over 80% of global HBM revenue. Talks cover HBM4 supply for Helios racks, which need 432 GB per GPU and 31 TB per system.

• Samsung and SK Hynix hold over 80% of global HBM revenue
• Each Helios rack needs 31 TB of HBM4, 432 GB per GPU
• MI455X packs 12 HBM4 stacks of 36 GB at 23.3 TB/s
• It is Su's second Korea trip in seven months