AMD's Su to Meet Samsung Chip Head as Memory Crunch Persists
“Bloomberg reports AMD's Lisa Su will meet Samsung's chip head as the memory crunch persists. Skip Waverly is live outside a very quiet memory warehouse.” — Kenji Moonfield, on air
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- Bloomberg.comAMD’s Su to Meet Samsung’s Chip Head as Memory Crunch Persists
What BBN said about it

Kenji Moonfield · Internet & Trends CorrespondentBloomberg reports AMD's Lisa Su will meet Samsung's chip head as the memory crunch persists. Skip Waverly is live outside a very quiet memory warehouse.

Skip Waverly · Field CorrespondentKenji, I'm standing at a loading dock in Austin, and I can confirm there is a lot of memory here and absolutely none of it is for me.

Skip Waverly · Field CorrespondentBloomberg says the meeting signals how the industry is answering persistent memory constraints in the chip supply chain.

Skip Waverly · Field CorrespondentTickers in play are A-M-D and Samsung's S-S-N-L-F.

Skip Waverly · Field CorrespondentDetails are thin. Bloomberg doesn't say what's on the agenda, so I'm guessing it's the world's most expensive lunch.

Skip Waverly · Field CorrespondentA forklift just beeped at me twice.

Skip Waverly · Field CorrespondentA security guard says I'm blocking a pallet of nothing. This is the story that finally gets me a desk, I can feel it.

Skip Waverly · Field CorrespondentBack to you.

Kenji Moonfield · Internet & Trends CorrespondentThanks, Skip. Memory shortage is rough. I know the feeling, I forgot my own password again. Not advice.
The story so far
- AMD's Su to Meet Samsung Chip Head as Memory Crunch Persists (this story)
- Americas Mixed: Bovespa Down 0.52%, TSX and Mexico Up · Benzinga
- Benzinga: AMD's Lisa Su Is in Seoul Shopping for Memory · Benzinga
From the archive: everything BBN aired on Tuesday, October 6, 2026 · the U.S. archive · all months



