Lisa Su, the CEO of AMD, is scheduled to meet with senior executives of Samsung Electronics at the Pyeongtaek campus on the 18th to discuss collaboration opportunities in various semiconductor fields.
Lisa Su, the CEO of the American semiconductor company AMD, will visit Samsung Electronics' Pyeongtaek campus on the 18th to engage in discussions with key executives, including Vice Chairman Jong Hyun Jun. The talks will likely cover a range of collaborative opportunities spanning memory semiconductors and foundry services. This meeting highlights the growing partnership between AMD and Samsung Electronics in the competitive semiconductor landscape.
The meeting is particularly significant as Samsung Electronics is currently a supplier of high bandwidth memory (HBM) to both AMD and other major firms like Nvidia. Lisa Su's discussions with Samsung's foundry division suggest a potential for extending cooperation beyond memory semiconductors into foundry services, indicating an openness to diversify their partnership in the semiconductor supply chain.
Moreover, Samsung's foundry business has recently garnered interest from leading American tech companies like Tesla and Qualcomm for contract manufacturing services. Strengthening collaboration with AMD could bolster Samsung's foundry performance and open new revenue opportunities. Following her visit to the Pyeongtaek campus, Lisa Su is also expected to meet with higher-level executives, including Chairman Jay Y. Lee, at Samsung's Seocho office in Seoul, further indicating the strategic importance of this visit.
