[반도체 인사이드] AMD, ‘AI 데이터센터’에 방점…삼성 HBM4에 호재

AMD's rapid 57% growth in the data center sector is creating a massive demand for next-generation HBM4, positioning Samsung Electronics as a critical strategic partner. By securing a major supply deal for the Instinct MI455X, Samsung can effectively reduce its singular dependence on NVIDIA and validate its HBM technology across multiple high-profile clients. This shift signals a potential turning point for Samsung to reclaim leadership in the high-bandwidth memory market through diversified AI supply chains.