Meeting with Samsung’s Lee Jae-yong to Forge an ‘AI Alliance’
Lisa Su, Chief Executive Officer (CEO, photo) of AMD, who is visiting Korea on the 18th, will meet with Lee Jae-yong, Chairman of Samsung Electronics. AMD is a U.S. semiconductor fabless company that competes with Nvidia in the artificial intelligence (AI) accelerator market. While Nvidia is unveiling its latest AI chips at its annual developer conference “GTC 2026” in the United States, CEO Su of rival AMD is moving to strengthen collaboration with Samsung.
According to business circles on the 17th, CEO Su is scheduled to visit Samsung Electronics’ Pyeongtaek campus on the 18th and meet key semiconductor-related executives, including Jun Young-hyun, head of the Device Solutions (DS) Division (Vice Chairman). This is CEO Su’s first visit to Korea since taking office as CEO in 2014. She is expected to tour major Samsung Electronics production lines with top management and then hold a dinner meeting with Chairman Lee.
The core agenda of this visit is clearly “strengthening the AI chip partnership.” Since last year, the two companies have been cooperating through the supply of HBM3E for AMD’s latest AI accelerators. In particular, as Samsung Electronics began mass production and shipment last month of HBM4, its 6th-generation product, as a world first to gain an early lead in the market, next-generation memory collaboration is expected to be discussed during this meeting. In the industry, there are also projections that foundry contract manufacturing, which had been limited to certain volumes such as central processing units (CPUs), will be expanded to premium product lines including next-generation AI chips.
Recently, Samsung Electronics’ foundry business has delivered a series of positive results with global big tech firms. Last year it secured orders from companies such as Tesla and Qualcomm, and it has also been entrusted with manufacturing Nvidia’s new inference AI chips. A business community official said, “Following Jensen Huang, Nvidia’s CEO, CEO Su is also visiting Chairman Lee in succession, which proves the status of Korean semiconductors as a core supply chain hub.”
Meanwhile, on the same day, CEO Su will also visit Naver’s headquarters in Seongnam, Gyeonggi Province, to meet with Choi Soo-yeon, CEO of Naver, to discuss cooperation measures.
Lee Dong-hun
AI-translated with ChatGPT. Provided as is; original Korean text prevails.
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