{
  "id": 10875990,
  "title": "AMD CEO Lisa Su to Return to Korea, Deepening Samsung Ties",
  "url": "https://urgent.news/2026/09/30/amd-ceo-lisa-su-to-return-to-korea-deepening-samsung-ties",
  "topic": "business",
  "section": "Business",
  "published": "2026-09-30T06:28:52.000Z",
  "source": {
    "name": "BusinessKorea",
    "slug": "businesskorea",
    "url": "https://www.businesskorea.co.kr/news/articleView.html?idxno=277917"
  },
  "original_language": "en",
  "account": "AMD CEO Lisa Su is scheduled to return to South Korea next month, reinforcing the deepening ties between the two companies. This visit, seven months after her March trip, coincides with the rapid expansion of the AI market, particularly in AI agents and physical AI centered on robotics and autonomous driving. During her upcoming meeting with South Korean officials, Su is expected to discuss potential avenues for cooperation, according to government and semiconductor industry sources.\n\nThe agenda for Su's visit includes discussions with South Korean tech leaders, with a roundtable with major domestic AI semiconductor companies like Rebellions, DeepX, and Mobilint being considered. Industry attention is on whether Su will hold a second high-level meeting with Samsung Electronics, a topic that was explored during her March visit. During that visit, Su met with Samsung Electronics executives, including Vice Chairman Jeon Young-hyun, head of Samsung's Device Solutions division, to discuss AI semiconductor cooperation.\n\nCooperation between AMD and Samsung Electronics has transitioned from discussions to concrete business projects. Notably, Samsung Electronics is the preferred supplier of HBM4 for AMD's next-generation AI accelerator, the Instinct MI455X. The two companies have also jointly developed DDR5 solutions for AMD's upcoming EPYC processors and the AMD Helios platform. Should their meeting take place, discussions are anticipated to expand cooperation beyond memory into foundry and advanced packaging.\n\nThis visit comes as South Korea experiences a severe memory supply shortage due to the rapid expansion of AI services. The demand for server DRAM and high-bandwidth memory (HBM) is surging, with market research firm TrendForce projecting that the memory supply shortage will persist through 2027. For AMD, securing a stable supply chain for HBM and foundry services in South Korea is crucial, especially as the physical AI market is expected to expand in the coming years.\n\nWhile Samsung Electronics, SK hynix, and other relevant companies have not confirmed specific meeting schedules with Su, industry sources speculate that top-level executive meetings could take place undiscussed, indicating that cooperation between the two sides has advanced toward tangible business results.",
  "summary": "Lisa Su, chair and chief executive officer of AMD, a global semiconductor company, is set to revisit South Korea next month. Coming seven months after her March visit, the trip comes as the AI market is rapidly expanding into “AI agents” — systems capable of performing human tasks autonomously — as",
  "key_points": [
    "AMD CEO Lisa Su returns to South Korea next month.",
    "Meeting with South Korean officials to discuss cooperation.",
    "Potential AMD-Samsung Electronics high-level meeting explored."
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}