Lisa Su, CEO of AMD, to Visit Korea for the First Time on March 18... Meeting with Samsung and Naver for 'AI Cooperation'

First Visit to Korea Since Becoming CEO in 2014

Meeting Key Partners Including Samsung and Naver

Catching Up with Nvidia, Expanding HBM Supply

Lisa Su, CEO of AMD, which ranks second after Nvidia in the global artificial intelligence (AI) accelerator market, is visiting South Korea to explore cooperation with companies such as Samsung Electronics and Naver.

According to industry sources on March 11, CEO Su is expected to visit South Korea on March 18. Since taking office in 2014, this will be her first visit to the country.

CEO Su is reportedly scheduled to meet with key domestic partners, including Lee Jae-yong, Chairman of Samsung Electronics, and Choi Sooyeon, CEO of Naver, to discuss collaboration in areas such as data centers.

AMD has recently secured big tech companies such as OpenAI and Meta as clients, establishing a foothold in its pursuit to catch up with Nvidia. In this context, there are expectations that CEO Su will ask Chairman Lee to expand the supply of HBM (High Bandwidth Memory), a key component for AI accelerators.

Last month, Samsung Electronics became the first in the world to mass-produce and ship HBM4, its sixth-generation HBM product, positioning itself to lead the market. The product is evaluated to have achieved stable yield and top-tier performance by proactively adopting the most advanced 1c DRAM (sixth-generation 10-nanometer process). Samsung Electronics not only supplies HBM4 to Nvidia but has also been supplying HBM to AMD since previous generations. If AMD equips its latest AI accelerators with HBM4, it is highly likely that the company will continue its long-standing partnership with Samsung Electronics.

CEO Su is also expected to discuss cooperation in the AI data center business with CEO Choi Sooyeon. Naver is expanding its business not only in data centers but also in sovereign AI development, and industry analysts believe that cooperation with AMD in semiconductor supply will be necessary to support these initiatives.

In particular, some in the industry analyze that the timing of this visit—occurring during the week of Nvidia’s annual conference, GTC 2026—may be intended to counter Nvidia. With global attention focused on Nvidia, this could be an opportunity to highlight partnerships between AMD and major Korean companies.

This content was produced with the assistance of AI translation services.