Seoul, 11 March 2026 – The chief executive of Advanced Micro Devices (AMD) is expected to meet the chairman of Samsung Electronics in South Korea next week as the global technology industry races to secure critical memory chips used in artificial intelligence systems.
According to a report by South Korea’s Maeil Business Newspaper, AMD CEO Lisa Su plans to visit the country on March 18 to hold discussions with Samsung chairman Jay Y. Lee, focusing on cooperation to secure supplies of high-bandwidth memory (HBM) chips, a key component powering advanced AI processors and data-centre infrastructure.
HBM chips are essential for high-performance computing and AI workloads because they allow processors to process massive amounts of data quickly. The technology is widely used by chipmakers such as AMD and Nvidia as they build the next generation of AI accelerators and computing platforms.
The meeting underscores how competition for AI-related semiconductor components is intensifying globally, with demand for memory technologies including HBM, DRAM and NAND surging alongside the expansion of data centres and generative AI systems.
Expanding AI Partnerships
During her visit, Su is also expected to meet the chief executive of South Korea’s leading internet company Naver, Choi Soo-yeon, to discuss broader collaboration opportunities. These discussions may include expanding semiconductor supply for data centres, developing sovereign AI systems and cooperating on next-generation computing technologies.
Naver confirmed that a meeting with AMD had been scheduled but declined to reveal details of the agenda, while Samsung did not comment on the reported talks.
AI Boom Driving Semiconductor Demand
The global surge in artificial intelligence investment has triggered intense competition among technology companies for advanced semiconductor components. Memory manufacturers such as Samsung and SK Hynix are rapidly scaling production of next-generation HBM chips to meet demand from major AI infrastructure developers.
Industry analysts note that companies building large-scale AI data centres, including major cloud and technology firms, are competing aggressively for access to memory chips that can support the massive computational requirements of generative AI models.
The planned meeting between AMD and Samsung therefore highlights the strategic importance of semiconductor supply chains in the global AI race. With billions of dollars being invested in AI infrastructure worldwide, securing reliable access to high-performance memory chips has become a critical priority for technology companies seeking to maintain an edge in advanced computing.
For Asia’s semiconductor ecosystem, the discussions also reinforce South Korea’s position as a central hub in the global memory chip industry, supplying components that power the world’s most advanced AI systems and data-centre networks.
