AMD chair Lisa Su met Samsung Electronics device solutions vice chairman Jun Young-hyun in Seoul, in talks that industry watchers expect to cover expanded HBM supply and contract chip manufacturing.
Su went to Samsung’s Seocho office after AMD’s Gamer Day event in the city. Asked what the two would discuss, she said Samsung has many partners and the pair would talk about their broader partnership.
The two executives met in March, when Samsung was selected to supply HBM4 for AMD’s next-generation Instinct MI455X accelerator. A second meeting seven months later has raised expectations of deeper cooperation, including long-term memory supply agreements that Su said the company values across three-to-five-year horizons.
For Samsung, the prize is foundry orders. Its contract manufacturing business has been loss-making, and winning AMD logic work would pull the unit’s turnaround forward.
Samsung has been using its memory position as leverage in those talks, with reports describing HBM4 supply as the hook to draw AMD toward its fabs. Memory is the scarce input right now, and access to it carries weight.
The conversation lands in a market where accelerator makers are competing for the same limited HBM supply. Whether Samsung converts its memory advantage into wafer volume will shape the foundry standings into 2027.
