Overview
- Su is scheduled to visit Samsung’s Pyeongtaek complex on Wednesday for meetings with co-CEO Jun Young-hyun and foundry head Han Jin-man, in her first trip to South Korea as AMD chief.
- Industry sources say the talks will explore cooperation in the foundry segment, including potential use of Samsung capacity for AMD’s next-generation AI chips.
- Discussions may include longer-term supply arrangements for DRAM, NAND and HBM4, extending a relationship that already includes Samsung’s HBM3E shipments to AMD since 2025.
- A meeting with Samsung Electronics Chairman Lee Jae-yong is also being reported by local media, and no formal agreements have been announced.
- Su is additionally expected to meet Naver CEO Choi Soo-yeon to discuss collaboration related to AI data centers.