On March 11, news emerged indicating that Lisa Su, the CEO of AMD, is set to meet with Lee Jae-yong, the Chairman of Samsung Electronics, in South Korea the following week. The primary focus of their discussion will be on exploring cooperation opportunities to ensure a stable supply of HBM (High Bandwidth Memory) memory systems, which are crucial components in AI chips. Additionally, Su will also engage in talks with Naver, a prominent South Korean internet portal, regarding potential collaboration on AI computing infrastructure. Given the current surge in demand for memory chips, the partnership between AMD and Samsung is expected to provide a robust supply chain guarantee, ensuring the timely delivery of their AI systems.
