AMD CEO Lisa Su Pursues Stronger Alliances with Samsung and SK Hynix Amid Booming AI Chip Demand

Trading Random
1 hour ago
Advanced Micro Devices Chief Executive Lisa Su said the chipmaker is looking to deepen its partnerships with Samsung Electronics and SK Hynix across memory and potentially contract manufacturing, as booming artificial-intelligence investment increases the importance of securing advanced semiconductor capacity.

Su, speaking to reporters Wednesday on the sidelines of AMD Gamer Day 2026 in Seoul, said South Korea has become increasingly important to AMD as the company expands its AI-chip business.

"So much is happening in the artificial intelligence space right now," Su said, adding that AMD continues to explore opportunities with Samsung and SK Hynix.

The visit is Su's second to Seoul in seven months. She is scheduled to meet later Wednesday with Samsung Electronics Vice Chairman Jun Young-hyun, who leads the company's semiconductor business, and SK Hynix Chief Executive Kwak Noh-jung.

The talks come as tight supplies of memory chips add pressure to an electronics industry already racing to build out AI infrastructure. For AMD, which competes with Nvidia in AI accelerators, access to high-bandwidth memory, or HBM, is particularly important because the advanced memory is a critical component of AI computing systems.

"Semiconductors is a team sport," Su said, pointing to opportunities for cooperation in both memory and foundry services.

AMD already has extensive ties with Samsung. The companies agreed in March on supplies of next-generation HBM and other advanced memory products, and Samsung has been supplying HBM3E and HBM4 for AMD's latest AI accelerators. AMD has also named Samsung a preferred HBM4 supplier for its next-generation Instinct MI455X accelerator.

Su said AMD has received strong support from Samsung on HBM.

Attention is now turning to whether the relationship could expand beyond memory. AMD designs its own processors but relies on outside manufacturers to produce them, making foundry capacity another potential area of cooperation with Samsung.

Speculation about such a partnership has increased as AMD seeks to expand supplies of its AI accelerators. Samsung, meanwhile, has been working to strengthen its contract-chip manufacturing business and attract customers for its advanced processes.

Su's meetings in Seoul highlight the increasingly intertwined nature of the AI semiconductor supply chain. AMD is seeking more computing capacity to challenge Nvidia, while South Korea's two largest chipmakers control crucial pieces of the memory supply needed to turn those processors into AI systems.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10