Overview
- Reuters, citing the Maeil Business Newspaper, reports Su plans to meet Samsung Electronics Chairman Jay Y. Lee to discuss HBM supply, while Samsung declined to comment.
- Naver confirmed a meeting between CEO Choi Soo-yeon and AMD, with the agenda undisclosed.
- The visit is expected around March 18 and would be Su’s first trip to South Korea since 2014, according to Yonhap.
- Reported discussion topics include expanding semiconductor supplies for data centers, building sovereign AI infrastructure, and collaborating on next-generation computing technologies.
- Samsung said last month it began mass producing HBM4, adding advanced memory capacity as demand for AI accelerators accelerates.