# Lisa Su

Type: Person

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/lisa-su
Canonical HTML page: https://getsupplybrief.com/entity/lisa-su

## Timeline

- **2026-Q4 (projected)**: HBM4 Production — Anticipated start of mass production for next-generation High Bandwidth Memory (HBM4).
- **2026-Q4**: Technical Validation — Expected period for technical validation of Samsung's 3nm GAA process for AMD designs.
- **2026-03-18**: Pyeongtaek Site Visit — AMD CEO Lisa Su tours Samsung's flagship production lines in South Korea.
- **2026-03-18**: Strategic Foundry Talks — High-level discussions begin regarding the expansion of ties into logic chip manufacturing.
- **2026-03-18**: AMD Strategic Visit — AMD CEO Lisa Su visits Samsung chip plants to discuss high-level partnership expansion.
- **2026-03-18**: CEO Site Visit — AMD CEO Lisa Su visits Samsung's chip plant in South Korea to discuss expanding ties.
- **2026-03-18**: MoU Signing — Samsung and AMD officially sign an MoU on AI memory and foundry exploration.
- **2026-03-15**: AI Strategy Briefing — Mobile COO Won-Joon Choi emphasizes that AI will impact every aspect of human life and hardware design.
- **2025-12-31**: R&D Milestone — Samsung concludes 2025 with $25.6B in total R&D spending, focused on AI and advanced nodes.
- **2025-Q4**: HBM Supply Ramp — Samsung increases production of HBM3E to meet global AI demand.
- **2024**: AMD Market Expansion — AMD's growth in data center market share increases its need for diversified foundry capacity.

## Recent coverage (3 stories)

### AMD and Samsung Forge Strategic AI Memory and Foundry Alliance
2026-03-18 09:00:57 · Sentiment: Positive · Impact: 8/10 · Sources: 2

AMD and Samsung Electronics have signed a Memorandum of Understanding to collaborate on advanced AI memory solutions while exploring a broader foundry partnership. This strategic move aims to secure AMD's supply chain for high-performance computing and challenge TSMC's dominance in the AI chip manufacturing sector.
Full story: https://getsupplybrief.com/story/amd-samsung-ai-memory-foundry-partnership

### Samsung Projects AI Chip Demand Surge Through 2026 as AMD Ties Deepen
2026-03-18 02:39:09 · Sentiment: Positive · Impact: 7/10 · Sources: 2

Samsung Electronics expects the AI-driven semiconductor boom to maintain strong momentum into 2026, driven by advancements in HBM4 and on-device AI integration. This bullish outlook is supported by a record $25.6 billion R&D investment and strengthening partnerships with major fabless players like AMD.
Full story: https://getsupplybrief.com/story/samsung-ai-chip-demand-2026-outlook

### AMD CEO Lisa Su Visits Samsung Pyeongtaek Plant to Expand Foundry Ties
2026-03-18 01:37:56 · Sentiment: Positive · Impact: 7/10 · Sources: 2

AMD CEO Lisa Su's visit to Samsung's Pyeongtaek facility signals a strategic move to diversify AMD's manufacturing base beyond TSMC. The discussions are expected to pivot from memory supply to advanced foundry services, potentially reshaping the competitive landscape for AI and high-performance computing chips.
Full story: https://getsupplybrief.com/story/amd-samsung-foundry-partnership-lisa-su-visit

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