AMD's Lisa Su in Korea for AI Chip Talks with Naver, Samsung Foundry

AMD chief executive Lisa Su visited Naver’s headquarters in Seongnam, South Korea, on the morning of the 18th for a meeting with Naver CEO Choi Soo-yeon. The visit signals a push to deepen ties between a U.S. chipmaker and Korea’s leading tech conglomerate.

The discussions focused on ways the two companies can collaborate more closely, including talks over AMD supplying AI chips for Naver’s AI initiatives and data centers.

Su also indicated there would be conversations about expanding cooperation with Samsung Electronics’ foundry business, the contract semiconductor unit of Samsung.

Industry observers say the talks reflect AMD’s aim to broaden its footprint in Korea’s AI semiconductor market by partnering with a major cloud provider. Nvidia has long dominated the global AI accelerator market, and AMD’s engagement with Naver could be part of an effort to increase its share.

Media reports suggested the two sides were set to sign a memorandum of understanding on AMD’s semiconductor supply and AI data-center collaboration.

For U.S. readers, the episode illustrates ongoing cross-border partnerships shaping the AI hardware supply chain. Agreements like these can influence access to GPUs and other AI accelerators used by cloud providers, with potential implications for U.S. tech suppliers, AI deployment timelines, and global semiconductor strategy.

Context for non-Korean readers: Naver is Korea’s leading internet portal and AI platform operator, with Naver Cloud providing cloud services. The company’s Seongnam headquarters, sometimes referred to by the address 1784, is a central hub for its technology and data operations. Samsung Foundry is Samsung Electronics’ contract manufacturing arm and a major global semiconductor fabrication partner.