Advanced Micro Devices (AMD) Chief Executive Lisa Su will travel to South Korea on March 18 for meetings with key local partners, including Samsung Electronics Chairman Jay Y. Lee and Naver Chief Executive Choi Soo-yeon, the Maeil Business Newspaper reported, citing unnamed industry sources.
The report says Su's itinerary will include discussions on cooperative measures to secure supplies of high-bandwidth memory (HBM) that are used in artificial intelligence chipsets. Naver confirmed that a meeting between its CEO and AMD was arranged but did not provide details on the agenda. Samsung Electronics declined to comment on the story.
Su's engagements come amid a surge in demand for memory chips - including HBM, DRAM and NAND - which are technologies central to AMD, Nvidia and other large technology firms as they develop data centres and AI systems. The visit is expected to cover collaboration in areas beyond immediate memory supply, the paper reported.
Reportedly, the conversations will encompass expanding semiconductor supplies for data-centre deployments, building sovereign AI infrastructure in South Korea, and jointly exploring next-generation computing technologies.
The South Korea trip is anticipated to fall during the week of Nvidia's annual developer conference, GTC, which runs from March 16 to March 19 in San Jose, California.
About investment evaluation referenced in the original report
The original report also referenced an investment-evaluation product, ProPicks AI, which the piece said assesses firms including AMD using a wide set of financial metrics and algorithmic analysis to identify stocks with favorable risk-reward characteristics. The referenced material noted that the product evaluates companies across fundamentals, momentum and valuation and mentioned past highlighted winners as examples.