據《首爾經濟日報》報道AMD CEO 蘇姿豐表示公司與三星電子就 HBM4 大規模供應簽署正式合同的談判已「接近完成」。

智通財經

07/24

據《首爾經濟日報》報道AMD CEO 蘇姿豐表示公司與三星電子就 HBM4 大規模供應簽署正式合同的談判已「接近完成」。今年 3 月雙方已簽署合作備忘錄內容包括三星優先向 AMD 新一代 AI 加速器供應 HBM4並推進晶圓代工合作。蘇姿豐在「AMD Advancing AI 2026」活動上表示AI 服務器機架系統 Helios 已進入全面量產階段預計從第三季度末開始出貨。隨着 Helios 投產AMD 正與三星討論進一步擴大 HBM4 供應的具體合同。三星電子晶圓代工業務負責人 Han Jin-man 及美洲半導體業務負責人 Cho Sang-yeon 出席了此次活動並在演講結束後與 AMD CTO Joseph Macri 等高管繼續會談。兩名三星高管表示近期將舉行一場重要會議但未具體回應 HBM4 後續合同問題。Macri 在被問及 HBM 後續供應及 AMD 芯片由三星代工的可能性時僅表示雙方保持「合作關係」。

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月雙方已簽署合作備忘錄內容包括三星優先向 AMD 新一代 AI 加速器供應 HBM4並推進晶圓代工合作。蘇姿豐在「AMD Advancing AI 2026」活動上表示AI 服務器機架系統 Helios 已進入全面量產階段預計從第三季度末開始出貨。隨着 Helios 投產AMD 正與三星討論進一步擴大 HBM4 供應的具體合同。三星電子晶圓代工業務負責人 Han Jin-man 及美洲半導體業務負責人 Cho Sang-yeon 出席了此次活動並在演講結束後與 AMD CTO Joseph Macri 等高管繼續會談。兩名三星高管表示近期將舉行一場重要會議但未具體回應 HBM4 後續合同問題。Macri 在被問及 HBM 後續供應及 AMD 芯片由三星代工的可能性時僅表示雙方保持「合作關係」。                </div>\n</div></body></html>","source":"live_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>據《首爾經濟日報》報道AMD CEO 蘇姿豐表示公司與三星電子就 HBM4 大規模供應簽署正式合同的談判已「接近完成」。</title>\n<style 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正與三星討論進一步擴大 HBM4 供應的具體合同。三星電子晶圓代工業務負責人 Han Jin-man 及美洲半導體業務負責人 Cho Sang-yeon 出席了此次活動並在演講結束後與 AMD CTO Joseph Macri 等高管繼續會談。兩名三星高管表示近期將舉行一場重要會議但未具體回應 HBM4 後續合同問題。Macri 在被問及 HBM 後續供應及 AMD 芯片由三星代工的可能性時僅表示雙方保持「合作關係」。                </div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">智通財經</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"WISE","symbol_name":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","article_id":"2653700759","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2653700759","pubTimestamp":1784883684,"columns":[],"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"據《首爾經濟日報》報道AMD CEO 蘇姿豐表示公司與三星電子就 HBM4 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