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AMD CEO Visits Korea To Secure HBM Supply
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6.2
AMD CEO Lisa Su is expected to visit South Korea next week to meet executives from Samsung and Naver, sources said Wednesday. Su will likely seek expanded supplies of high-bandwidth memory (HBM) as AMD presses its challenge to NVIDIA in AI semiconductors; Samsung recently began mass production of HBM4. Meetings may also cover data-center partnerships and Naver's sovereign AI plans.
Scoring Rationale
Industry-relevant AMD visit with HBM supply implications; limited novelty and reliance on unnamed sources reduce immediacy.
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