AMD Chairman Lisa Su stated that the company will continue its collaboration with Samsung Electronics and SK Hynix on next-generation High Bandwidth Memory (HBM) across multiple generations to address the surge in artificial intelligence (AI) demand. Amid tight memory supply, AMD has designated the two companies as key supply chain partners and is committed to strengthening cooperation with a forward-looking perspective of three to five years.
During a Q&A session with reporters at the "AMD Gamer Day" event held on the 7th at Dragon City Hotel in Yongsan-gu, Seoul, Chairman Su said, "We have begun shipping our next-generation MI455 and Helios systems, all of which are HBM4 systems," adding, "We are receiving significant support from Samsung and SK Hynix." She further stated, "Our HBM partnership is not limited to a single generation but spans multiple generations," noting, "We are very satisfied with the performance of HBM4 and are currently expanding supply."
Chairman Su was also reported to have met with Kwak No-jung, President and CEO of SK Hynix, on the afternoon of the same day. It is understood that this is the first time the two leaders have met in Korea. Chairman Su directly confirmed during the Q&A session that she had met with representatives from SK Hynix and also revealed plans to meet with counterparts from Samsung Electronics.
She explained that, given the tight memory supply situation driven by the spread of AI, AMD is formulating medium- to long-term plans with its supply chain partners. "The memory supply environment is very tight," Chairman Su said, adding, "We are encouraging our partners to expand production capacity as quickly as possible." She continued, "We must plan not just for one or two years, but for the next three to five years," naming Samsung Electronics and SK Hynix as key supply chain partners. Emphasizing that "semiconductors are a team sport," she stated, "The more we communicate with our partners, the better we can respond to market demand."
Regarding the possibility of foundry (contract manufacturing) cooperation with Samsung Electronics, Chairman Su maintained her previous stance. "AMD has grown significantly over the past few years, and securing a broad supply chain is very important," she said. "Samsung is an excellent partner in many areas. We continue to seek collaboration opportunities across memory and foundry as a whole."
She also assessed that demand for AI infrastructure in Korea is strong. "We are seeing very strong demand across the data center sector," Chairman Su said, adding, "Strong demand signals are emerging for our AI GPU, the MI455, Helios, and our next-generation EPYC CPU, 'Venice.'" She further noted, "In Korea as well, we are hearing many voices demanding more AI hardware and AI capabilities."
Beyond its memory supply chain, AMD is also expanding cooperation with domestic AI startups and universities. "Korea has very innovative startups in both hardware and software," Chairman Su said, announcing plans to establish an AI Center of Excellence in Korea and expand collaboration with startups and universities.
Jack Huynh, AMD's Senior Vice President and General Manager of the Computing and Graphics Group, who attended the event, also acknowledged interest in collaborating with domestic AI startup Nota AI. While mentioning the potential of personal AI in relation to Nota AI's optimization for AMD platforms, he stated, "We will collaborate closely with startups and are interested in seeing things firsthand."
in TECH
