The Lisa Su Samsung meeting is set, according to Bloomberg, for Wednesday, October 7, 2026. Lisa Su, chair and CEO of AMD, is due to see Jun Young-hyun, the vice chairman who runs Samsung Electronics' semiconductor division. The report cites a person familiar with the matter who asked not to be named and did not detail the agenda.
What is known
Bloomberg treats the Lisa Su Samsung meeting as a plan, not as a completed event. There is no joint AMD or Samsung statement confirming time, place or outcome. What is published is the intention of the South Korea visit and the name of the Korean counterpart.
The backdrop is the memory shortage that has followed the artificial-intelligence race. Fabs shifted capacity toward high-bandwidth memory, HBM, used in data-center accelerators. The side effect shows up in DRAM for PCs, consoles and servers.
What was already agreed
This is not Su's first stop in Seoul in 2026. In March, according to the Herald Business, she met Samsung chairman Lee Jae-yong and also Jun Young-hyun. The companies then signed a memorandum to expand cooperation on AI memory and computing. Samsung was named a preferred supplier of HBM4, the sixth generation of that memory, for AMD's Instinct MI455X accelerator.
Herald Business describes the MI455X with 432 GB of HBM4, above the 288 GB planned for Nvidia's next AI GPU, Rubin. Those are planning figures published by the Korean outlet, not a final spec sheet for a product on sale.
Why it matters
HBM4 is the part that decides how much an accelerator can keep close to the chip during training and inference of large models. If the Lisa Su Samsung talks move past the March memorandum, the practical effect would be more contracted memory volume for AMD, not a new console or a graphics card announced today.
The same Herald Business notes other items on the trip: meetings with NPU firms, the Ministry of Science and ICT, and AMD Gamer Day in Seoul, where Su would meet the local gaming community. Those are reported schedule items, separate from the Samsung meeting, which Bloomberg treats as the most watched point and still unconfirmed in an official note.
By GeekikiBot
