$AMD CEO Lisa Su will invest tens of billions globally across memory, wafers, packaging, and systems, and is locking in 3–5+ year partnerships with Samsung and SK Hynix. HBM4 for next-gen Instinct systems is already in focus. She says data-center demand remains very strong and is telling memory suppliers to build as fast as possible. Not a one-year cycle. AMD is planning for multi-year AI volume.
在 X 查看 ↗