AMD CEO Meets Samsung, Upstage for AI Ties

🔑 Enhanced Key Takeaways

• •AMD invested in Upstage's 62 billion won Series B Bridge round in August 2025, marking the start of their collaboration.[2]
• •Upstage plans to deploy AMD's Instinct MI355 GPUs over the next year to enhance its Solar LLM and develop document processing AI solutions, including government-backed independent AI foundation models.[2]
• •Lisa Su also met with Naver executives during her Korea visit prior to Samsung and Upstage meetings.[2][7]
• •On March 18, 2026, AMD and Samsung signed an MOU at Samsung's Pyeongtaek facility for HBM4 supply to the Instinct MI455X GPU and advanced DRAM for 6th Gen EPYC 'Venice' CPUs.[5][6]
• •AMD and Samsung are advancing AI-powered vRAN and Network in a Server (NIS) solutions using EPYC processors, demonstrated at MWC 2026.[3][4]

🛠️ Technical Deep Dive

• •Upstage to integrate AMD Instinct MI355 GPUs via multi-level roadmap for Solar LLM advancement and document AI solutions.[2]
• •Samsung to supply primary HBM4 memory for AMD Instinct MI455X GPU and advanced DRAM for 6th Gen AMD EPYC 'Venice' CPUs.[5][6]
• •High-performance DDR5 memory optimized for AMD Helios rack-scale architecture using 6th Gen EPYC CPUs.[5][6]
• •AI-powered vRAN achieves commercial-grade performance with fully virtualized software stack on AMD EPYC CPUs, no additional accelerators needed; multi-cell testing completed.[3][4]
• •Network in a Server (NIS): Edge-AI solution powered by AMD CPUs for AI on RAN use cases like video analysis, ISAC-based sensor/radar detection, and hyperconnectivity.[3][4]

🔮 Future ImplicationsAI analysis grounded in cited sources

⏳ Timeline