Lisa Su, AMD CEO: “Semiconductors Are a Team Sport, and South Korea Is a Key Partner”
Emphasizing Medium- to Long-Term Cooperation with Samsung and SK hynix
"South Korea, a Key Partner in the Semiconductor Supply Chain"
Expanding Collaboration with Korean Startups and Universities to Build an AI Ecosystem
"A 3- to 5-year medium- to long-term partnership, not a short-term one lasting 1 to 2 years"
[Edaily Reporter An Yu-ri ] Lisa Su, CEO of AMD, identified South Korea as a key partner in artificial intelligence (AI) and the semiconductor supply chain. She also expressed her intention to expand collaboration beyond SamsungElectronics and SK hynix to include domestic universities and startups. CEO Lisa Su is holding a Q&A session with the press at the “AMD Gamer Day” event held on the 7th at Seoul Dragon City in Yongsan-gu, Seoul. (Photo: ReporterAn Yu-ri )
Speaking with reporters at the “AMD Gamer Day” event held at Seoul Dragon City in Yongsan-gu, Seoul, on the 7th, CEO Su said, “The reason I feel South Korea is truly special is because it brings together such a diverse pool of talent,” adding, “There is a wealth of talent not only in the supply chain but also at universities and startups.”
He emphasized that cooperation with South Korea could expand beyond the simple memory supply chain to encompass the entire AI ecosystem. Throughout the Q&A session with the press, CEO Su repeatedly highlighted the company’s collaboration with SamsungElectronics and SK hynix.
CEO Su said, “We are building many excellent partnerships in Korea,” adding, “Samsung is one of our strategic partners.” He continued, “Demand for AI is surging, and demand is also increasing in the gaming and consumer sectors,” explaining, “In these areas, it is extremely important to work with both Samsung and SK hynix.”
He particularly emphasized the need for long-term cooperation with domestic semiconductor companies, given the growing demand for memory—including High Bandwidth Memory (HBM)—driven by the recent expansion of AI data centers.
He said, “A great many people in Korea are continuously requesting more AI hardware and greater AI capabilities within the country,” adding, “Korea’s supply chain is inevitably of critical importance.” He continued, “Samsung and SK hynix are vital to the continued success of data center plans in Korea,” noting, “We view domestic demand in Korea as extremely high.”
He explained that long-term supply chain cooperation is also the reason behind CEO Soo’s recent series of visits to Korea.
CEO Su said, “We are not looking for short-term partnerships of one to three years, but rather place great importance on medium- to long-term partnerships of three to five years or more,” adding, “Because supply chains are complex, it is important to maintain close and deep communication with key partners.” He added, “It is important to collaborate with key supply partners such as SK hynix and Samsung.”
He also hinted at the possibility that the scope of semiconductor cooperation in South Korea could expand from memory to system components and packaging.
“Overall, South Korea offers a very broad scope for collaboration,” he said. “We can collaborate not only on memory but also on system components, various semiconductors, and packaging.” He went on to explain that AMD is “investing tens of billions of dollars” to build a global supply chain.
The Semiconductor Industry
Is
a Team Sport… We Will Work with AI Talent
CEO Soo also likened
the semiconductor industry
to
a “team sport
.” He said, “I will be holding meetings with Samsung and SK hynix,” adding, “Ultimately, semiconductors are a team sport. That means a team sport requires tremendous collaboration.” He went on to emphasize, “I meet with all our partners frequently, but I believe this visit to Korea is truly important.”
He also expressed interest in domestic AI startups. “We are collaborating with innovative startups such as Upstage, MangoBoost, and More, and I’ve met with many companies eager to participate in AMD’s open ecosystem,” he said.
CEO Soo said, “AMD is currently very focused on AI,” adding, “I believe there are many innovative startups in Korea in both hardware and software.” He continued, “There are many startups that don’t just focus on one area but encompass hardware and software comprehensively,” and stated, “We want to work with various talented individuals in Korea on AI development.”
Regarding the pace of change in the AI industry, he assessed it as “the fastest-moving field I’ve seen in my career.” CEO Soo remarked, “So much is happening in the AI field,” adding, “The more communication with partners becomes important—as it is now—the better we can contribute to the market as a whole.”
It is reported that CEO Su held a roundtable discussion that morning at the Four Seasons Hotel in Jongno-gu, Seoul, with the Ministry of Science and ICT and domestic AI semiconductor companies, and met with Kwak No-jeong, President and CEO of SK hynix, in the afternoon.
“Gaming Is a Key Area for AMD”
CEO Lisa Su and Jack Hui, Senior Vice President and General Manager of AMD’s Computing and Graphics Group, attended “AMD Gamers Day” held at Seoul Dragon City on the 7th. (Photo: ReporterAn Yu-ri ) CEO Su also expressed her interest in the gaming industry that day. Taking the stage at the “AMD Gamers Day” event, CEO Su said, “Korea is a very special place for gamers,” adding, “Looking at AMD’s gaming community over the past decade or more, Korea has some of the world’s most passionate gamers who pursue the highest performance.”
CEO Su identified gaming as one of AMD’s core businesses. “The appeal of gaming lies in its ability to continually push the boundaries of technology,” he said, noting that “gamers demand the highest expectations and performance.” He went on to emphasize that “PC, console, and handheld gaming are all very important areas for AMD.”
Jack Hui, Senior Vice President and General Manager of AMD’s Computing and Graphics Group, presented a technology roadmap that leverages machine learning to simultaneously enhance graphics quality and gaming performance. Introducing FSR4 and FSR Redstone—technologies for in-game upscaling—he emphasized, “These go beyond simple image upscaling to include technologies such as frame generation and restoration, making games faster and more visually stunning.”
AMD is also expanding its collaboration with domestic game developers during the development phase. Senior Vice President Jack Huiin stated, “We are working very closely with game developers,” and specifically mentioned the collaboration with PearlAbyss Corp. He commented, “I was very impressed by the development approach of *PearlAbyss Corp.(263750)*, which quickly releases updates within 24 hours in response to user feedback.”
Following the event, he is scheduled to meet with key executives, including Jeon Young-hyun, CEO of SamsungElectronics and Vice Chairman of the Device Solutions (DS) Division, at SamsungElectronics’ Seocho headquarters in Gangnam-gu, Seoul. CEO Su will return to the United States after completing his schedule that evening.
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