Lisa Su, the CEO of American semiconductor company AMD, made her inaugural trip to South Korea to collaborate with Samsung Electronics and Naver, signaling a strategic move in the competitive global AI landscape. As the second-largest player in the global AI accelerator market, AMD aims to challenge NVIDIA's dominance. Following NVIDIA's CEO Jensen Huang's recent visit to South Korea, Su's trip indicates that Korea is becoming a key partner in the global AI competition and a hub for technological advancement in this field.

During her visit on the 18th, Su signed a memorandum of understanding (MOU) with Samsung's leadership at the Pyeongtaek campus that aims to expand cooperation in next-generation AI memory and computing technologies. Su emphasized that close collaboration across the industry is vital for implementing next-generation AI infrastructure, while Samsung's Vice Chairman Jeon Yong-hyun expressed optimism that the collaboration scope would broaden to achieve the common goal of AI computing advancement.

As part of the agreement, Samsung will prioritize the supply of its sixth-generation high-bandwidth memory (HBM4) to AMD, following last year's supply of the fifth-generation HBM3. Additionally, Samsung will cooperate with AMD on high-performance memory semiconductor solutions, such as DDR5, required for AMD's AI data center platform Helios and server CPUs. Discussions are also planned regarding collaboration in foundry services for semiconductor contract manufacturing, highlighting a significant expansion of their strategic partnership in the semiconductor sector.