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AMD Chief Executive Officer Lisa Su is scheduled to meet with Jeon Yong-hyun, head of Samsung Electronics' semiconductor business, on Wednesday, marking her second visit to Seoul in seven months. Currently, the global electronics industry is facing a widespread shortage of memory products, which is constraining the expansion of AI infrastructure and services, while memory prices continue to rise. In March this year, the two sides reached a supply agreement on next-generation high-bandwidth memory and advanced memory chips. Given South Korea's significant role in the global tech ecosystem and its push for relevant companies to invest heavily in building digital infrastructure and AI data centers, this high-level meeting underscores the urgent need for both sides to deepen cooperation to ensure the stability of the AI industry chain amid the memory supply crunch.
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