Overview
- Su is expected to arrive around March 18, in what local reports say would be her first visit since becoming CEO in 2014.
- Industry reports say she plans to meet Samsung Electronics Chairman Jay Y. Lee and Naver CEO Choi Soo-yeon, with Naver confirming a meeting and Samsung declining comment.
- Discussions are expected to center on securing high-bandwidth memory for AI accelerators, with possible HBM4 allocations and foundry cooperation described as potential topics rather than confirmed plans.
- Samsung announced last month it began mass production of HBM4, positioning itself as a key supplier for next‑generation AI hardware.
- The trip coincides with Nvidia's GTC next week and comes as demand surges for HBM, DRAM and NAND driven by global AI data center buildouts.