AMD CEO Lisa Su presents the company's Turin processor during her keynote speech ahead of the COMPUTEX show in Taipei, Taiwan, June 3, 2024. EPA-Yonhap
Lisa Su, the head of Advanced Micro Devices (AMD), is expected to visit Korea next week and meet with local conglomerate executives, industry sources said Wednesday.
The CEO of the U.S. chip giant may arrive in Korea next Wednesday, in what would be her first trip to the country since taking the position in 2014, the sources said.
During her visit, Su is expected to meet with Choi Soo-yeon, CEO of the country's largest local portal operator, Naver. A meeting with the head of Samsung Electronics, Lee Jae-yong, is also highly likely, the sources said.
The AMD chief's visit comes as the U.S. chipmaker is challenging NVIDIA's dominance in the artificial intelligence (AI) semiconductors market, securing major partnerships with big tech firms such as OpenAI and Meta Platforms.
Industry watchers expect Su to request Samsung's Lee expand the supply of high bandwidth memory, or HBM, a key component in AI accelerators. Samsung is a longtime HBM supply partner of AMD.
Samsung announced last month it has started mass production of HBM4s, marking the world's first shipment of the advanced chip for AI accelerators.
With Naver, data center businesses may be on the agenda, as the Korean portal giant seeks to build a "sovereign" AI, and would need a semiconductor supply from the U.S. chip giant, market watchers said.
Source: Korea Times News