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AMD CEO Lisa Su to meet with Samsung chip division head amid ongoing memory shortage
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According to a Bloomberg report, AMD CEO Lisa Su plans to meet with the head of Samsung Electronics' semiconductor division in South Korea this Wednesday, where she will meet with Vice Chairman Jun Young-hyun, who oversees Samsung's core chip division. This will be yet another face-to-face exchange between two key figures in the AI industry.
This meeting takes place against the backdrop of widespread shortages across all types of memory products. The persistent shortage of memory chips has put pressure on the global electronics industry and constrained the expansion of AI infrastructure and services. As prices continue to rise, memory chips have become one of the largest cost items for data center operators.
For AMD, its partnership with Samsung did not begin with this visit. As early as March of this year, AMD had already reached a supply agreement with Samsung, with the cooperation covering next-generation high-bandwidth memory (HBM) and advanced memory chips. The timing and content of this meeting are widely believed to be related to further implementing and deepening this cooperative relationship.
This is Lisa Su's second visit to Seoul within seven months, underscoring South Korea's pivotal role in the global technology ecosystem. South Korea is both a major supplier of AI hardware and an important consumer market, and its industry movements have a direct impact on the global chip supply chain.
In terms of investment scale, South Korea is coordinating efforts to push companies including Samsung and domestic peer SK Hynix to collectively invest $880 billion (approximately 5.91 trillion yuan) in digital infrastructure and data center construction for the AI era. South Korea's leading telecommunications companies, manufacturers, and internet platform firms are also significantly increasing investments in AI data centers and next-generation enterprise services.
At the product level, Samsung and SK Hynix supply the essential HBM high-bandwidth memory required by many high-end AI accelerator chips worldwide. Their supply capability in this area directly affects the pace of AI computing power expansion.
Industry observers note that as the memory supply-demand tightness persists, high-level interactions between chip designers and memory giants will become more frequent. Whether Su's visit can bring new supply arrangements or cooperation details remains to be disclosed further after the meeting between the two sides.
