Lisa Su in Korea to lock in HBM supply, seeks broader Samsung partnership
At AMD Gamer Day in Seoul on Oct 7, CEO Lisa Su called South Korea's semiconductor supply chain "indispensable" and said AMD wants three- to five-year (or longer) memory supply arrangements with Samsung Electronics and SK hynix to cope with tight HBM supply, while working with customers to optimize memory usage. She met Samsung's device solutions chief and vice chairman Jun Young-hyun and other executives that day; Taiwan's TechNews reports she also said AMD has begun shipping its next-gen MI455 accelerators and Helios systems using HBM4, backed by Samsung and SK hynix. Reports say Samsung hopes to convert the memory relationship into foundry orders, but Su only spoke of "exploring" memory and foundry cooperation, and neither company disclosed details.
HBM capacity is now a key constraint on AI accelerator shipments, so AMD's ability to secure long-term Korean memory supply shapes how well it can compete with Nvidia on availability.