The global race to build faster and more powerful artificial intelligence systems is driving new alliances across the semiconductor industry. In a significant development, AMD CEO Lisa Su is expected to travel to South Korea next week to meet Samsung Electronics Chairman Jay Y. Lee to discuss cooperation around high-bandwidth memory (HBM) used in AI chips.
The visit highlights how crucial advanced memory technology has become as companies compete to power the next generation of artificial intelligence infrastructure.
AI Boom Fuels Demand for Advanced Memory Chips
According to reports from South Korea’s Maeil Business Newspaper, Lisa Su will arrive in the country on March 18 and hold meetings with several key technology partners.
The discussions with Samsung are expected to focus on securing a stable supply of high-bandwidth memory, commonly known as HBM. This specialized memory technology is essential for modern AI processors because it allows chips to process massive amounts of data quickly.
As artificial intelligence systems become more complex, demand for memory technologies like HBM, DRAM, and NAND has skyrocketed across the global tech industry.
Major companies including AMD, Nvidia, and other chipmakers rely heavily on these advanced memory components to build the powerful processors used in AI data centers.
Strategic Meeting With Samsung Leadership
Samsung Electronics, one of the world’s largest semiconductor manufacturers, plays a crucial role in the global memory supply chain.
Lisa Su’s meeting with Chairman Jay Y. Lee could potentially strengthen AMD’s access to the advanced memory chips needed to support its growing AI product lineup.
While Samsung declined to comment on the reported meeting, the potential collaboration reflects the increasingly interconnected nature of the semiconductor industry, where chip designers and memory manufacturers must work closely to keep up with rising AI demand.
Talks Also Planned With Naver
During her visit, Su is also expected to meet Naver CEO Choi Soo-yeon. Naver is South Korea’s largest internet portal and search engine provider and has been investing heavily in artificial intelligence technologies.
The meeting between AMD and Naver is expected to explore several possible areas of cooperation. These include expanding semiconductor infrastructure for AI data centers, developing sovereign AI platforms within South Korea, and collaborating on next-generation computing technologies.
Naver confirmed that a meeting with AMD executives is scheduled but did not reveal details about the discussion agenda.
Timing Coincides With Nvidia’s Major AI Event
Interestingly, Su’s visit to South Korea is scheduled during the same week as Nvidia’s annual developer conference, known as GTC.
The event, taking place in San Jose, California from March 16 to March 19, is one of the most important gatherings in the AI and semiconductor industries. Nvidia typically uses the conference to showcase new technologies and outline its vision for the future of artificial intelligence computing.
As AMD continues expanding its presence in the AI hardware market, strengthening partnerships with memory suppliers and technology firms could play a crucial role in competing with industry leaders.
Final Words
Lisa Su’s upcoming meetings in South Korea underline how vital advanced memory technology has become in the global AI race. With companies rushing to build more powerful data centers and AI systems, securing reliable supplies of high-performance memory chips is now a top priority for semiconductor giants.
If AMD and Samsung move closer to collaboration, it could further reshape the competitive landscape of the AI hardware industry in the years ahead.
