Lisa Su will visit Korea next month targeting HBM4, Samsung is expected to join AMD AI accelerator memory supply chain.

AMD CEO Lisa Su is expected to visit South Korea next month for face-to-face negotiations with senior executives of Samsung Electronics regarding the supply of HBM4 chips. In March this year, the two parties signed a memorandum of understanding on cooperation in AI memory chips and computing technology, making Samsung a promising candidate to become the preferred supplier of AMD’s HBM4. If this visit to Korea finalizes the cooperation, Samsung will officially join AMD’s next-generation high-bandwidth memory supply chain. South Korea is home to both Samsung and SK hynix, the two global giants in memory chips, holding advanced semiconductor manufacturing capacity. During her visit, Lisa Su may also meet with local NPU companies, highlighting AMD’s ongoing expansion from memory to dedicated computing units along the AI compute chain.

Author, Source: AIBase

The next stop on AMD chief Lisa Su’s itinerary brings South Korea into focus. She is expected to personally travel there next month for face-to-face talks with Samsung Electronics executives, with the agenda focused squarely on AI chips and technological cooperation—the most notable possibility being Samsung’s prospect of becoming an HBM4 supplier for AMD.

This collaboration has been in the works for some time. AMD and Samsung have been in contact for a while, and in March this year the two parties signed a memorandum of understanding on cooperation in AI memory chips and computing technology. There were already rumors at the time that Samsung had been selected by AMD as the preferred supplier for its AI accelerator HBM4 chips. If this visit to Korea turns that preferred status into a formal contract, Samsung will truly secure a place in AMD’s next-generation high-bandwidth memory supply chain.

South Korea serves as a natural stage for these negotiations because it holds the world's most concentrated advanced semiconductor manufacturing capacity—both SK hynix and Samsung, the largest memory chip suppliers globally, are headquartered there. As the most valuable memory tier in AI accelerators, supply arrangements for HBM4 have a direct bearing on the production capacity and cadence of AMD's flagship chips in the future.

Lisa Su’s trip to Korea isn't just about Samsung. Reports say she may also visit local Korean NPU companies and meet with some of their CEOs, making it clear that AMD’s AI computing ambitions are expanding from memory all the way to specialized computing units. As Lisa Su arrives in Seoul with HBM4 orders in hand, AMD is seeking not just a stable source of memory, but greater control over the critical aspects of next-generation AI accelerators.