Lee Jae-yong Meets AMD CEO Lisa Su at Seungjiwon... Non-Nvidia Alliance Emerges (Comprehensive)

Samsung to Supply HBM4 as Priority for AMD AI Chips

20 Years of Partnership... Accelerating AI Ecosystem Expansion

Lee Jae-yong, Chairman of Samsung Electronics, met with Lisa Su, CEO of AMD, at Seungjiwon, the Samsung Group's official guesthouse, on the 18th.

Earlier that morning, CEO Su previewed an upcoming announcement on further cooperation with Samsung Electronics in an interview with The Asia Business Daily at the Four Seasons Hotel in Jongno-gu, Seoul. She then visited the Naver headquarters and Samsung Electronics' Pyeongtaek Campus in succession, before heading to Hannam-dong to meet Chairman Lee. This marks CEO Su’s first official visit to Korea since taking the helm at AMD in 2014.

Lee Jae-yong, Chairman of Samsung Electronics, is raising a glass for a commemorative photo ahead of dinner with Lisa Su, CEO of AMD, on the 18th at Seungjiwon in Itaewon-dong, Seoul. Samsung Electronics

Arriving by car at Seungjiwon in Hannam-dong, Yongsan-gu at around 6:10 p.m., CEO Su was greeted by Chairman Lee, who had arrived earlier, along with key executives from the semiconductor division, including CEO and Head of the DS Division Jun Younghyun (Vice Chairman), Head of the Foundry Business Han Jinman (President), and Chief Technology Officer Song Jaehyuk (President).

Seungjiwon was originally the residence of Samsung's founder Lee Byung-chul, inherited by the late Chairman Lee Kun-hee in 1987 and repurposed as both an office and a guesthouse. It is now used by Chairman Lee to host prominent domestic and international figures. In the past, Chairman Lee has met here with Mark Zuckerberg, CEO of Meta Platforms, Saudi Arabia’s Crown Prince Mohammed bin Salman, Ola Kaellenius, Chairman of Mercedes-Benz, among others.

Industry observers are focusing on the fact that CEO Su, who has been meeting global big tech leaders in a series of engagements as part of her push in the semiconductor business, has come to make a direct pitch for Samsung Electronics' next-generation high-bandwidth memory (HBM). AMD, which holds the world's second-largest share in the GPU market for artificial intelligence (AI) after Nvidia, represents a crucial client for Samsung Electronics as well.

Prior to the dinner, CEO Su visited the Pyeongtaek Campus, where she signed a memorandum of understanding (MOU) to expand cooperation in next-generation AI memory and computing technologies. She also designated Samsung Electronics as the primary supplier of HBM4 (6th generation) for AMD’s AI accelerators. As a result, Samsung Electronics plans to actively supply HBM4 for AMD's next-generation AI accelerator, the Instinct MI455X GPU.

Previously, Samsung Electronics had served as a core supplier of HBM3E, which is used in AMD’s latest AI accelerators, the MI350X and MI355. With the two companies having maintained a partnership in various semiconductor technology areas for nearly 20 years, further progress is also anticipated in their foundry (semiconductor contract manufacturing) collaboration for AMD’s next-generation products.

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