AMD CEO Lisa Su to Meet Samsung Chief Amid AI Memory Demand

AMD CEO Lisa Su is set to meet with Samsung's leadership in South Korea, focusing on securing AI memory supply. The partnership aims to address the surge in demand for High-Bandwidth Memory (HBM) and is crucial for AMD's operations. The meeting comes as the demand for AI and data center solutions continues to rise.

AMD CEO Lisa Su is set to visit South Korea on March 18th to meet Samsung Electronics Chairman Jay Y. Lee, with discussions expected to center on expanding high-bandwidth memory (HBM) supply for AMD's AI accelerators. The meeting comes as Samsung recently began mass production of HBM4 chips, marking the world's first shipment of the advanced memory standard.

Su's visit extends beyond Samsung — she is also scheduled to meet Naver CEO Choi Soo-yeon to discuss broader cooperation including semiconductor supplies for data centers, sovereign AI infrastructure, and next-generation computing technologies. The trip underscores AMD's aggressive push to secure memory supply chains as HBM demand surges across the AI accelerator market.

The AMD-Samsung meeting highlights the intensifying competition for HBM capacity, a critical bottleneck in AI chip production. With NVDA having already locked in substantial HBM commitments from SK Hynix, AMD's ability to secure reliable Samsung supply could be a key differentiator for its MI-series GPU roadmap. Investors should monitor whether a formal supply agreement materializes from these discussions.