AMD CEO Lisa Su in a meeting with South Korean officials, Samsung executives, and AI startup leaders discussing AI partnerships.
AMD CEO Lisa Su in a meeting with South Korean officials, Samsung executives, and AI startup leaders discussing AI partnerships.
Picha iliyoundwa na AI

AMD CEO Lisa Su discusses AI ties with South Korean government, firms

Picha iliyoundwa na AI

Lisa Su, CEO of U.S. chipmaker AMD, met South Korean government officials, Samsung Electronics and AI startup Upstage on March 19 to discuss AI partnerships. She had met Samsung Chairman Lee Jae-yong the previous day. The meetings focused on strengthening the AI ecosystem and developing sovereign AI models.

Lisa Su, CEO of Advanced Micro Devices (AMD), met South Korean government officials on March 19 in Seoul. She discussed AI industry cooperation with Im Moon-young, vice chair of the National AI Strategy Committee, and Ha Jung-woo, presidential secretary for AI policy and future planning. Officials introduced policies to position South Korea, Asia's fourth-largest economy, among the world's top three AI powerhouses, and explored synergies with Korean firms and AMD, including joint R&D to boost global competitiveness and build an open global AI ecosystem. Earlier that day, Su met Roh Tae-moon, Samsung Electronics co-CEO for the mobile business, at the company's headquarters in southern Seoul. “There are many topics to discuss,” Su told reporters upon arrival. “We're going to have a good meeting.” Industry watchers expect talks on AI ecosystems for PCs and tablets. Su also met Sung Kim, CEO of AI startup Upstage, to discuss broader AI innovation cooperation. AMD and Upstage have been partners since AMD joined Upstage's 62 billion-won ($41.3 million) Series B bridge investment last year. Under expanded collaboration, Upstage will deploy AMD's Instinct MI355 accelerators over the next year on a multiphase roadmap to enhance large language models (LLMs) and document processing engines. This supports development of a sovereign AI model in the government-led AI foundation model project, where Upstage advanced to the second round alongside SK Telecom and LG AI Research. “Pairing that with domestic infrastructure gives us the foundation to make Korea a genuinely competitive force in global AI,” Kim said. Su stated, “This collaboration brings together AMD Instinct GPUs and the ROCm open software with Upstage's expertise to advance Korea's sovereign AI capabilities, and deliver the performance, efficiency and open ecosystem needed to accelerate AI innovation.” On Wednesday, Su met Samsung Chairman Lee Jae-yong amid efforts to strengthen AI chip ties. Samsung announced an agreement to supply high bandwidth memory (HBM) chips for AMD's next-generation AI accelerators, with an MOU designating it as preferred supplier of HBM4 for the Instinct MI455X GPU.

Watu wanasema nini

Reactions on X to AMD CEO Lisa Su's meetings with South Korean officials, Samsung, and Upstage are predominantly positive, emphasizing AMD's partnerships in advancing Korea's sovereign AI ecosystem and G3 vision. Investors highlight strategic collaborations on GPUs, HBM, and infrastructure, viewing it as a boost against Nvidia dominance. Official posts from Lisa Su and Upstage CEO confirm commitments to joint AI development.

Makala yanayohusiana

Nvidia CEO Jensen Huang at APEC summit, expressing confidence in Korean firms amid US tariffs, with flags and company logos in the background.
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Nvidia CEO confident Korean firms agile amid US tariffs

Imeripotiwa na AI Picha iliyoundwa na AI

Nvidia CEO Jensen Huang expressed confidence that South Korean companies will nimbly handle US tariff concerns during the Asia-Pacific Economic Cooperation (APEC) summit. He highlighted Korea's significant opportunities in physical AI and robotics, while praising partnerships with Samsung and SK hynix. The remarks came shortly after Seoul and Washington finalized a trade deal.

SK Group Chairman Chey Tae-won met Nvidia Corp. CEO Jensen Huang at a Korean fried chicken restaurant in Silicon Valley last week to discuss AI industry cooperation. Chey's eldest daughter, Chey Yoon-chung, vice president of SK Biopharmaceuticals, also attended the meeting. The venue echoed Huang's October gathering in Seoul with other South Korean business leaders.

Imeripotiwa na AI

President Lee Jae Myung held summit talks with Singaporean Prime Minister Lawrence Wong on March 2, agreeing to launch negotiations to upgrade their bilateral free trade agreement and enhance artificial intelligence cooperation. The meeting, the second in four months, focused on strengthening existing ties in trade, investment, and infrastructure while expanding into future-oriented areas like AI and nuclear energy. The two nations signed five memorandums of understanding in AI, small modular reactors, digital, and science and technology fields.

South Korea's science ministry has shared views with Nvidia on quickly establishing a research center in the country. Second Vice Science Minister Ryu Je-myung met with a Nvidia executive in California on Friday to discuss the matter. The two sides also explored ways to jointly nurture AI startups.

Imeripotiwa na AI

The South Korean government plans to invest 700 billion won ($478 million) in 2026 to support artificial intelligence (AI) transformation in the manufacturing sector. This includes developing on-device AI chips and promoting exports of AI factories. The Manufacturing AX (M.AX) Alliance, involving around 1,300 companies, will lead these efforts.

Samsung Electronics Chairman Lee Jae-yong has urged executives to avoid complacency despite a sharp rebound in earnings. In a recent seminar, he invoked his late father Lee Kun-hee's words, stressing that the company faces a 'last chance' to restore its competitiveness. This comes amid a semiconductor upcycle driven by AI demand.

Imeripotiwa na AI

Samsung Electro-Mechanics has agreed to a major supply deal with Tesla. The agreement involves FC BGA components worth 16.5 billion dollars for AI6 chips. These chips will support Tesla's self-driving systems and Optimus robot projects.

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