AMD CEO and Samsung Chairman to discuss AI memory supply

Advanced Micro Devices, Inc. Chief Executive Officer Lisa Su is scheduled to visit South Korea next week for high-level discussions with major industry leaders regarding the supply of critical artificial intelligence memory components. According to local reports, Su will meet with Samsung Electronics Co., Ltd. Chairman Jay Y. Lee and NAVER Corporation CEO Choi Soo-yeon starting March 18. The primary objective of the visit is to secure a stable supply of high-bandwidth memory (HBM), which is essential for powering advanced AI chipsets. As the global race to develop generative AI and data center infrastructure intensifies, demand for specialized memory including HBM, DRAM, and NAND has reached unprecedented levels. Samsung Electronics, a dominant player in the global memory market, is a pivotal partner for firms seeking to scale their AI hardware capabilities. In addition to hardware procurement, Su is expected to explore strategic collaborations with Naver, the leading internet portal and search engine provider in the region. These discussions are anticipated to cover the expansion of semiconductor supplies for data centers, the development of sovereign AI infrastructure, and joint efforts in next-generation computing technologies. While Naver confirmed that a meeting with the AMD executive is planned, the company declined to provide specific details regarding the agenda. This strategic outreach occurs as NVIDIA Corporation prepares for its annual GTC developer conference in the United States, specifically in San Jose, California. The timing underscores the competitive pressure among semiconductor giants to solidify supply chains and technological alliances. Samsung Electronics has not officially commented on the reported meeting between Lee and Su.