AMD Chairman and CEO Lisa Su concluded a meeting lasting over three hours with key Samsung Electronics executives, including Jeong Yeong-hyun, President and Head of the Device Solutions (DS) Division. Chairman Su stated, "We will collaborate with Samsung Electronics in a very wide range of fields going forward, including physical AI."
Chairman Su appeared after completing a meeting of approximately three hours with key executives of Samsung Electronics' DS Division at the Seocho headquarters of Samsung Electronics in Seocho-gu, Seoul around 7:58 p.m. on the 7th. Jo Sang-yeon, Senior Vice President and Head of DSA at Samsung Electronics, came out of the building to see Chairman Su off. It was reported that the two companies discussed collaboration plans over dinner on this day.
Regarding the meeting, Chairman Su said, "We had a very good discussion," adding, "Samsung Electronics is an excellent partner for us, and we always have good strategic discussions." On foundry collaboration, she explained, "We are maintaining a very broad collaborative relationship overall." Although specific collaboration plans were not mentioned, her remarks are interpreted as leaving open the possibility of expanding the scope of collaboration into the foundry field in the future.
AMD is pushing to expand its production capacity for AI accelerators. Given that TSMC's advanced process production capacity is essentially saturated, speculation has emerged both inside and outside the industry that AMD may broaden its collaboration scope to Samsung Electronics' foundry business. Chairman Su's remarks on this day are also interpreted as hinting at such a possibility of collaboration.
In addition, it appears that the meeting discussed collaboration plans between the two companies, including expanding the supply of AI (artificial intelligence) memory semiconductors. Since Chairman Su mentioned plans to expand AI accelerator supply during her recent visit to Taiwan just before arriving in Korea, stating that "memory supply remains limited across the entire market," memory supply chain cooperation is expected to have been a major agenda item.
Samsung Electronics is the priority supplier of HBM4 (6th-generation high-bandwidth memory) installed in AMD's next-generation AI accelerator 'Instinct MI455X' GPU (graphics processing unit). The company is also collaborating in the field of high-performance DDR5 (double data rate 5) memory solutions applied to the rack-unit platform for AI data centers, 'Helios,' and the 6th-generation 'EPYC' server CPU (central processing unit).
After attending the 'AMD Gamer Day' held at Dragon City in Yongsan-gu, Seoul on this day, Chairman Su met with the media and stated, "(Samsung Electronics and SK Hynix are) very important supply chain partners for AMD," emphasizing, "We are receiving great support from Samsung Electronics and SK Hynix." She added, "We expect to continue our HBM partnership not just for one generation, but across multiple generations." This reaffirmed the close collaborative relationship with domestic memory manufacturers.
Chairman Su is also known to have met with Kwak No-jeong, President of SK Hynix, on this day.
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