AMD Secures Memory Supply Agreement with Samsung
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 18 2026
0mins
Source: stocktwits
- Memory Supply Agreement: AMD announced a supply agreement with Samsung, which will provide high-bandwidth memory for its next-generation MI400 series AI chips, ensuring critical memory supply and enhancing product competitiveness.
- Positive Market Reaction: AMD shares rose 1.3% in early trading, reflecting a positive market response to the new agreement, despite retail sentiment on Stocktwits remaining bearish.
- Collaboration Potential: The agreement also includes discussions on a foundry partnership, which could provide AMD with greater production flexibility and technical support, thereby strengthening its position in the data center market.
- Overall Market Recovery: Amid rising U.S. stock futures, chip stocks rebounded broadly, with AMD's performance aligning with overall market trends, even as its stock is down 8.3% year-to-date.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to fall
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 521.540
Low
210.00
Averages
289.13
High
377.00
Current: 521.540
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing and artificial intelligence (AI). Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes AI accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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