AMD Chief Executive Lisa Su is scheduled to meet Samsung Electronics semiconductor chief Vice Chairman Jun Young-hyun on Wednesday. According to Sina Finance, people familiar with the matter said Su will hold talks during her visit to South Korea, but did not disclose specific details.

The meeting comes as the global electronics industry faces a broad shortage of memory products, which is constraining the expansion of AI infrastructure and services. Memory prices have continued to surge and have become one of the main costs for data center operators. In March, AMD and Samsung reached a supply agreement on next-generation high-bandwidth memory and advanced storage chips.

This is Su's second visit to Seoul in seven months. South Korea plays a key role in the global technology ecosystem as both a major supplier of AI hardware and an important consumer market. The country is pushing companies including Samsung and SK Hynix to invest about $880 billion to build digital infrastructure and AI data centers.

Samsung and SK Hynix supply most of the advanced HBM needed for AI worldwide. At the same time, South Korean telecom, manufacturing, and internet platform companies are stepping up investment in AI data centers and next-generation enterprise services.