High2026-10-07Short term · Leans positiveLonger term · Leans positive

AMD's Lisa Su Meets Samsung, SK Hynix Executives to Discuss Next-Gen Chip Cooperation

AMD CEO Lisa Su met separately with Samsung's Jun Young-hyun and SK Hynix's Kwak Noh-jung to discuss next-generation chip cooperation, with HBM supply a key agenda item. The move shows AMD is actively securing memory capacity for its AI chips, a potential order win for SK Hynix that could reinforce its HBM leadership and shape future AI accelerator supply chains.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 3 related reports

조선일보 · 10-08 00:33 KST
AMD's Su Visits Korea to Meet Samsung, SK Hynix Chiefs on HBM
AMD CEO Lisa Su visited Korea to meet the semiconductor chiefs of Samsung and SK Hynix, discussing HBM and other AI memory supply cooperation. Seen as AMD's bid to challenge Nvidia's AI chip dominance, any expansion of SK Hynix's supply to AMD would strengthen HBM order visibility and act as a positive catalyst for the stock.
KBS 뉴스 · 10-07 17:16 KST
Lisa Su Meets Samsung, SK Hynix Chiefs on HBM Cooperation
AMD CEO Lisa Su met with the heads of Samsung Electronics and SK Hynix, saying HBM cooperation will continue. The meeting reinforces SK Hynix's key role in the AI memory supply chain and supports positive HBM order expectations, a favorable catalyst for the stock.
비즈니스포스트 · 10-07 17:10 KST
AMD Chair Lisa Su Meets Samsung's Jun Young-hyun, SK Hynix's Kwak Noh-jung to Discuss Next-Gen Chip Cooperation
AMD Chair Lisa Su met separately with Samsung's Jun Young-hyun and SK Hynix's Kwak Noh-jung to discuss next-gen chip cooperation, including HBM and AI memory supply. Deeper ties with AMD could broaden SK Hynix's HBM customer base, a positive catalyst for medium- to long-term earnings and share price.