AMD’s Lisa Su to Meet Samsung on March 18 for High-Bandwidth Memory Supply Deal
Advanced Micro Devices CEO Lisa Su will meet Samsung Electronics Chairman Jay Y. Lee in Seoul on March 18 to secure supplies of high-bandwidth memory critical for AI chipsets. She will also hold talks with Naver CEO Choi Soo-yeon on expanding data center semiconductor supplies, building sovereign AI infrastructure and next-generation computing collaborations.
1. Samsung Meeting Objectives
Lisa Su will travel to Seoul on March 18 to meet Samsung Electronics Chairman Jay Y. Lee and negotiate volume commitments, pricing frameworks and joint development of high-bandwidth memory modules essential for AMD’s AI chipsets.
2. Naver Collaboration Talks
Su’s discussions with Naver CEO Choi Soo-yeon will focus on expanding semiconductor supplies for large-scale data centers, establishing sovereign AI infrastructure in South Korea and partnering on next-generation computing technologies.
3. Market Context and Timing
The visit aligns with Nvidia’s GTC developer conference week, underscoring surging demand for HBM, DRAM and NAND as AMD, Nvidia and other firms race to equip data centers powering artificial intelligence systems.