AMD Lisa Su, Samsung Jeon Young-hyeon and SK Kwak No-jeong meet to discuss AI cooperation plans (comprehensive)

(Seoul = Yonhap News) Reporter Kim Min-ji = AMD Chairman and CEO Lisa Su, who visited Korea, will meet with the semiconductor heads of Samsung and SK to discuss ways to strengthen AI cooperation.

According to the industry on the 7th, Chairman Su met with key executives, including Samsung Electronics CEO and DS Division Vice Chairman Jeon Young-hyun, and had a dinner at Samsung Electronics' Seocho building in Gangnam-gu, Seoul around 5 p.m.

Kim Jae-jun, Vice President of the Strategic Marketing Office of the Memory Business Division of the DS Division, and Cho Sang-yeon, Vice President of DS Americas, met Chairman Su on the first floor and guided him around.

Also attending the meeting on this day were AMD Chief Technology Officer (CTO) Joseph Macri and AMD Senior Vice President of Computing and Graphics Group Jack Huynh.

When asked, "What are you planning to discuss with Samsung Electronics management today?" Chairman Su said, "(We will talk about) our broader partnership."

Chairman Su also visited Korea in March of this year and toured the production line at Samsung Electronics' Pyeongtaek Campus with former Vice Chairman and Foundry Business President Han Jin-man. Afterwards, a dinner was held with Samsung Electronics Chairman Lee Jae-yong at Seungjiwon located in Hannam-dong, Yongsan-gu, Seoul.

Samsung Electronics and AMD are expected to strengthen their cooperation in AI semiconductors, including high-bandwidth memory (HBM), through this meeting between Vice Chairman Jeon and Chairman Su, which took place again after about seven months.

Samsung Electronics has continued its partnership in the memory field by supplying HBM 3E (5th generation) and HBM 4 (6th generation) to AMD's latest AI accelerators.

Previously, AMD designated Samsung Electronics as the preferred supplier of HBM 4, which is installed in the next-generation AI accelerator 'Instinct MI455X'.

As AMD has mentioned several times the need to expand AI accelerator volumes, the possibility of foundry (semiconductor consignment production) cooperation using Samsung Electronics' cutting-edge processes is also raised.

If Samsung Electronics Foundry secures AMD as a customer, it is expected to accelerate its return to profitability.

It is known that Chairman Su also met with SK Hynix CEO and President Kwak No-jeong this afternoon. It is reported that this is the first meeting between the two leaders in Korea.

With demand for AI accelerators rapidly increasing, attention is being paid to whether AMD and SK Hynix will establish a new partnership in the field of high-performance memory, including HBM 4.

Meanwhile, on the morning of the first day of his visit to Korea, Chairman Su held a roundtable with the Ministry of Science and ICT and domestic AI semiconductor companies at the Four Seasons Hotel in Jongno-gu, Seoul, and attended the 'AMD Gamer Day' held at Dragon City in Yongsan-gu, Seoul at 2 p.m.