AMD CEO Lisa Su to Visit Samsung's South Korean Chip Plant for Talks on Expanding Collaboration

Reuters | March 18, 2026 at 01:34 AM UTC
Bullish 78% Confidence Unanimous Agreement
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Key Points

  • Su will tour Samsung's production lines and meet with chip division chief Jun Young-hyun and Foundry Business head Han Jin-man to discuss foundry manufacturing cooperation
  • Samsung has been supplying high-bandwidth memory 3E (HBM3E) chips for AMD's latest AI accelerators since last year, establishing a strong memory chip partnership
  • The visit will conclude with a dinner meeting between Su and Samsung Electronics Chairman Jay Y. Lee, signaling high-level strategic discussions

AI Summary

Summary: AMD CEO Lisa Su to Visit Samsung's South Korean Chip Plant

Key Development:

AMD CEO Lisa Su is scheduled to visit Samsung Electronics' chip production facility in Pyeongtaek, South Korea on Wednesday, March 18, 2026, to discuss expanding collaboration beyond memory chips into foundry manufacturing.

Meeting Details:

Su will tour production lines and meet with senior Samsung executives, including chip division chief Jun Young-hyun and Foundry Business head Han Jin-man. A dinner meeting with Samsung Electronics Chairman Jay Y. Lee is also planned following the site visit.

Current Partnership:

Samsung has been supplying high-bandwidth memory 3E (HBM3E) chips for AMD's latest artificial intelligence accelerators since last year, demonstrating an established relationship in the memory chip sector.

Strategic Significance:

The visit signals potential expansion of the AMD-Samsung partnership into foundry manufacturing, a critical area as semiconductor companies seek diversified production capabilities. This comes amid intense global competition in AI chip production and manufacturing capacity.

Company Responses:

AMD was unavailable for comment outside regular business hours, while Samsung Electronics declined to comment on the matter. The source providing information requested anonymity due to the sensitivity of the discussions.

Market Context:

This development occurs as the semiconductor industry experiences strong demand driven by AI applications, with major players seeking strategic partnerships to secure manufacturing capacity and advanced chip technologies. The potential foundry collaboration could strengthen AMD's supply chain and provide Samsung with a significant customer for its foundry business.

Model Analysis Breakdown

Model Sentiment Confidence
GPT-5-mini Bullish 75%
Claude 4.5 Haiku Bullish 75%
Gemini 2.5 Flash Bullish 85%
Consensus Bullish 78%