AMD CEO to Meet Samsung Chief in South Korea Over AI Chips

Advanced Micro Devices (AMD) Chief Executive Lisa Su is expected to travel to South Korea next week to meet Samsung Electronics Chairman Jay Y. Lee, as global technology companies compete to secure memory components used in artificial intelligence systems.

According to a report by South Korea’s Maeil Business Newspaper, Su is scheduled to visit the country on March 18 to hold discussions with key industry partners.

The meeting with Samsung’s leadership is expected to focus on securing supply of high-bandwidth memory (HBM) chips, which are used in advanced AI processors that power data centres and machine-learning workloads.

• AMD CEO Lisa Su to meet Samsung chief over AI chip supply
• Talks expected to focus on high-bandwidth memory demand
• AI boom intensifies competition for advanced semiconductor parts

Demand for memory technologies such as HBM, DRAM, and NAND memory has increased as companies invest more in AI infrastructure and computing capacity.

Industry analysts say the expansion of AI applications—from cloud services to generative AI tools—has increased competition among semiconductor companies seeking stable chip supplies. Memory manufacturers including Samsung, SK Hynix, and Micron Technology have been increasing production to meet rising demand from chip designers and data-centre operators.

During her visit, Su is also expected to meet Naver Chief Executive Choi Soo-yeon, according to the newspaper report. Discussions with the South Korean internet company could include cooperation related to semiconductor supply for data centres as well as potential collaboration in computing technologies and AI services.

Samsung declined to comment on the reported meeting. Naver confirmed that a meeting with AMD had been scheduled but did not provide additional details about the agenda.

The visit comes as technology companies continue to compete for components required for AI hardware. Demand for advanced chips has increased in recent years as companies expand computing infrastructure to support new digital services and large-scale data processing.

Partnerships between chip designers and memory manufacturers have become more important as supply chains tighten and production capacity is stretched by demand for high-performance chips.

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Su’s visit is also expected to take place around the same time as Nvidia GTC conference in San Jose, where companies present new developments in semiconductor and computing technologies.