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AI Chips & Compute

AMD CEO Says South Korea Is Key AI Chip Partner as She Meets Samsung, SK hynix Executives

AMD CEO Lisa Su called South Korea a key AI chip partner during a Seoul visit, with meetings planned with Samsung and SK hynix executives amid memory shortages, Yonhap News reported.

AI News Feed · 2026-10-07 18:32

Su said her visit was important because so much is happening in AI. "I think visiting (South) Korea is so important. So much is happening in the artificial intelligence (AI) space right now," she told reporters. She said AMD continues to explore opportunities with South Korea's major chipmakers, Samsung Electronics and SK hynix, in both memory and foundry businesses. Jack Huynh, senior vice president and general manager of AMD's Computing and Graphics Group, joined her at the event in central Seoul, according to the report.

The trip is Su's second to Seoul in seven months. The report said the visit underscores South Korea's role in the global technology ecosystem as both a major supplier and consumer of AI hardware.

Later Wednesday, Su was scheduled to meet Samsung Electronics Vice Chairman Jun Young-hyun, who heads the company's semiconductor business, and SK hynix CEO Kwak Noh-jung. The meetings were set as shortages of a broad range of memory products strain the global electronics industry and pose challenges to the expansion of AI infrastructure and services.

Su emphasized cooperation across memory and foundry. "Semiconductors is a team sport. A team sport means there is collaboration," she said. She also said AMD has received strong support from Samsung Electronics in high-bandwidth memory.

In March, AMD and Samsung agreed on a supply deal covering next-generation HBM and other advanced memory chips. Samsung Electronics has maintained a partnership with AMD in the memory sector, supplying HBM3E, the fifth-generation HBM, and HBM4, the sixth-generation version, for AMD's latest AI accelerators. AMD previously designated Samsung Electronics as a preferred supplier of HBM4 for its next-generation Instinct MI455X AI accelerator.

AMD has repeatedly highlighted the need to expand supplies of its AI accelerators. The report said speculation has also grown over potential cooperation with Samsung in contract chip manufacturing, leveraging the South Korean company's advanced foundry processes. AMD develops central processing units and graphics processing units and is one of the major players in the global AI semiconductor market alongside Nvidia Corp.

The report linked the timing of the meetings to memory shortages that are straining the global electronics industry and posing challenges to AI infrastructure and services. Su's visit to Seoul and her planned talks with Samsung and SK hynix leaders followed AMD's earlier supply agreement with Samsung and its efforts to secure advanced memory for AI accelerators.