Lisa Su visits Samsung
AMD CEO Lisa Su was seen visiting Samsung’s chip plant amid partnership rumors — a signal that AMD may be exploring foundry or packaging moves for next‑gen silicon. That visit is fueling speculation about future AMD rack or accelerator steps. (x.com)
Lisa Su’s trip is scheduled as a two‑day visit beginning March 18 with a tour of Samsung’s Pyeongtaek production complex and planned meetings with co‑CEO Jun Young‑hyun and Han Jin‑man, head of Samsung Foundry. (en.yna.co.kr) Su is also due to meet Naver CEO Choi Soo‑yeon during the Korea trip to discuss cooperation on AI data‑center projects that could involve AMD silicon and services. (en.yna.co.kr) Industry reporting from late 2025 said Samsung’s foundry and AMD were in talks for Samsung to manufacture AMD‑designed chips on Samsung’s second‑generation 2nm (SF2P) node, with decisions expected around early 2026. (trendforce.com) Samsung has already supplied AMD with HBM memory and commercialized a GAA‑based 3nm process, creating a technical basis for deeper collaboration on packaging or chiplet integration beyond just memory. (en.infomaxai.com) Samsung’s foundry business has been actively courting large clients including Tesla and Qualcomm as it seeks higher‑margin orders, and landing AMD would be a major client win that could diversify AMD’s reliance on TSMC. (design-reuse.com) Market coverage ahead of the trip has been mixed: Reuters and other outlets noted the Pyeongtaek discussions were framed around expanding cooperation beyond memory, while AMD shares slipped roughly 3% in one report as investors weighed the news. (investing.com) There have also been prior reports in 2025 that AMD reduced some Samsung foundry orders in favor of TSMC for certain nodes, meaning any new Samsung agreement would follow a period of shifting supplier strategy. (wccftech.com)
