AMD CEO to meet Samsung chairman on AI memory supply: report

Reuters reported that Maeil Business Newspaper said AMD CEO Lisa Su will meet Samsung Electronics chairman Jay Y. Lee in South Korea next week to discuss cooperation on securing high-bandwidth memory supplies for AI chipsets.

Su is slated to visit South Korea on March 18 and to meet Naver CEO Choi Soo-yeon, the paper said, citing unnamed industry sources.

Naver said a meeting between CEO Choi and AMD was scheduled but declined to disclose the specific agenda, and Samsung Electronics declined to comment.

The paper said demand is surging for memory chips such as HBM, DRAM, and NAND used by AMD, Nvidia, and other big tech firms in the race to build data centres and power AI systems.

Maeil said Su is also expected to discuss expanding semiconductor supplies for data centres, building sovereign AI infrastructure, and collaborating on next-generation computing technologies.

Her visit is expected to coincide with Nvidia’s GTC conference from March 16 to 19 in San Jose.

🔗 Source: Reuters

🧠 Food for thought

Implications, context, and why it matters.

Samsung’s HBM rebound puts more pressure on AMD

Samsung has been framed as a supplier for high-bandwidth memory (HBM), yet it slipped to third in the HBM market in Q2 2025 1.
In Q2 2025, Samsung held 17% share, behind SK hynix at 62% 1.
Samsung said it was in “close discussion” to supply next-generation HBM4 chips to Nvidia. It also said customers praised its HBM4 competitiveness 2.
AMD is expected to talk about HBM supply during CEO Lisa Su’s March 18 visit to South Korea, though Reuters reporting does not name HBM4 or AMD’s MI400-series in that context 3.

AI-driven memory demand is squeezing supply, but some claims lack sourcing

Commentary argues that rising HBM demand is pulling manufacturing capacity away from other memory products, though Reuters reporting does not establish this link 4.
A LinkedIn post claims HBM margins run 3 to 5 times higher than consumer DRAM. The same post says other memory prices rose 300% in 18 months, which does not appear in Reuters reporting tied to this set of sources 5.
Reports of Dell price increases up to 30% and Sony weighing a PlayStation 6 delay due to memory costs are not backed by Reuters-based material or the other provided primary sources 4.
Some commentary says HBM supply is sold out through 2026, yet Reuters-based material does not state that timeline 4.