AMD CEO Lisa Su South Korea Visit Samsung HBM4 and Naver AI Partnership Expansion for Data Center Infrastructure

AMD CEO Lisa Su visits South Korea to secure Samsung HBM4 memory and partner with Naver on AI data centers to challenge market leaders in semiconduct
AMD CEO Lisa Su South Korea Visit Samsung HBM4 and Naver AI Partnership Expansion for Data Center Infrastructure

AMD CEO Lisa Su Visit to South Korea to Strengthen Semiconductor and Software Partnerships

The AMD CEO Lisa Su will arrive in South Korea on March 18 2026 to strengthen relations with key semiconductor and software partners during her first visit to South Korea. The visit aims to establish joint work between the two parties who will create AI data center infrastructure and deliver memory supplies according to their agreement. Su will hold talks about AMDs AI GPU market expansion with Samsung Electronics Chairman Lee Jae yong and Naver CEO Choi Soo yeon.

The meeting with Samsung focuses on providing High Bandwidth Memory (HBM) which AMD needs to develop its AI accelerator technology. The industry faces a global memory shortage which requires AMD to secure all future hardware development plans. The main topics of discussion will include the following items:

Samsung has confirmed contracts for HBM4 which allows AMD to access this high capacity memory as its main resource for next generation accelerators. The talks will address Samsungs foundry division handling manufacturing orders for AMDs future AI chips after similar contracts were made with other large technology companies. The organization needs to establish reliable standard memory component delivery systems which will enable AMD to expand its data center operations.

The partnership between AMD and Naver aims to decrease the industrys need for NVIDIA hardware. Naver expands its B2B AI business operations with HyperCLOVA X model yet needs hardware upgrades to support its global business development. The meeting will likely cover:

The sovereign AI system infrastructure requires the establishment of dedicated AI systems that comply with data sovereignty regulations in markets like Saudi Arabia and Japan. The team will conduct detailed technical discussions to discover ways to enhance AMD hardware performance with Navers large language models. The organization will strengthen its partnership with Naver Cloud by increasing AMD computing resources throughout their international data centers.

Lisa Su will visit South Korea during the time of NVIDIAs GTC 2026 conference according to industry analysts. The AMD company uses this particular timing to showcase its strong partnership with Korean companies during the time when NVIDIA performs its yearly product demonstration. AMD intends to challenge current market leadership by establishing deep partnerships with Samsung which holds the status of top memory producer and Naver which dominates the regional AI market.

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