Report: AMD's Lisa Su to hold a private meeting with Lee Jae-yong next week, possibly securing Samsung HBM supply

```

AMD CEO Lisa Su plans to visit South Korea next week to meet with Samsung Electronics Chairman Jay Y. Lee, with the agenda focused on collaborating on the supply of high-bandwidth memory (HBM), essential for AI chips, reflecting the fierce competition among tech giants to secure AI memory resources.

According to South Korea’s “Maeil Business Newspaper,” quoting industry sources, Lisa Su is scheduled to visit Korea on March 18 and plans to meet with Jay Y. Lee as well as Choi Soo-yeon, CEO of Korea’s largest internet search engine operator Naver, and other key partners. This is an important diplomatic move for AMD amid the intensifying AI race.

Su’s visit comes at a time when demand for memory chips such as HBM, DRAM, and NAND is surging. Tech companies like AMD and NVIDIA are competing to acquire these chips to support the construction of data centers and the ongoing expansion of AI systems. If AMD successfully secures HBM supplies from Samsung, it will further bolster its competition against NVIDIA.

Samsung HBM Collaboration as Core Topic

According to “Maeil Business Newspaper,” one of the core topics of Su’s trip is to negotiate with Samsung to ensure the supply of high-bandwidth memory required by AI chipsets.

As a key component fueling high-performance AI computing, HBM remains in tight supply on the market, prompting leading chipmakers to accelerate their strategic partnerships with memory manufacturers.

Lisa Su’s direct meeting with Samsung Chairman Jay Y. Lee highlights the high-level nature of these cooperation negotiations.

Negotiations with Naver CEO on AI Collaboration

Besides Samsung, Su also plans to meet with Naver CEO Choi Soo-yeon, with the two sides expected to discuss broader areas of cooperation.

“Maeil Business Newspaper” reported that relevant agendas include expanding semiconductor supply for data centers, building sovereign AI infrastructure, and collaborating in next-generation computing technologies. Naver confirmed that the meeting is scheduled but did not disclose specific details.

It is noteworthy that Lisa Su’s trip to Korea coincides closely with NVIDIA's annual Developer Conference, GTC, which will be held March 16–19 in San Jose, California.

Su’s choice to visit Korea at this time instead of attending a competitor’s flagship event may be interpreted externally as AMD’s strong emphasis on supply chain strategic planning.

Risk Warning and DisclaimerThe market carries risks; investments should be made cautiously. This article does not constitute personal investment advice, nor does it take into account the specific investment objectives, financial situations, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are appropriate for their particular circumstances. Investing based on this content is at your own risk. ```