As of October 7, 2026, AMD CEO Lisa Su is scheduled to visit South Korea for the first time since March, with a “Gamer Day” event appearance in Seoul plus expected meetings with major partners, customers and government officials.
Key Takeaways
- ■ AMD CEO Lisa Su’s October 7 South Korea visit is scheduled; meetings with partners, customers and officials are expected beyond her event appearance.
- ■ In July in San Francisco, AMD and South Korea’s science ministry agreed to pursue heterogeneous AI computing infrastructure linking AMD CPUs/GPUs with domestic NPU chips.
- ▲ Samsung Electronics’ third-quarter operating profit is expected to top 100 trillion won, a first for a Korean company, per Herald Economy.
- ▼ Estimates for Samsung and SK Hynix third-quarter operating profit were cut 7.5% and 6.5% in a month, and the KOSPI closed below 7,000 on October 6.
Lisa Su’s Return to Korea
The trip’s public centerpiece is the “AMD Gamer Day” event at Dragon City in Seoul’s Yongsan district. ZDNet Korea reports Su is expected to meet major domestic partner companies, customers and government officials, and Newsis frames the open question as whether the visit widens cooperation with the Korean semiconductor industry as next-generation AI server supply expands.
Why Does AMD Keep Coming Back to Korea?
Money Today‘s analysis argues that AMD devotes attention to Korea because the country is both a core supplier and a consumer of AI infrastructure for the company.
What Cooperation Is Actually on the Table?
The most concrete cooperation item in the coverage predates this visit: Yonhap News reports it was agreed at a separate July meeting in San Francisco with South Korea’s science and ICT minister:
“지난 7월에는 미국 샌프란시스코에서 배경훈 부총리 겸 과기정통부 장관과 만나 AMD의 CPU·GPU와 국산 AI반도체(NPU)를 연계한 이기종(異機種) AI 컴퓨팅 인프라 구축·실증을 추진하기로 했다.” — 연합뉴스
Translation: “In July, at a San Francisco meeting with the deputy prime minister and science and ICT minister, the sides agreed to pursue building and pilot-testing heterogeneous AI computing infrastructure linking AMD CPUs and GPUs with domestic AI semiconductors (NPUs).”
E Daily adds that Su is set to meet domestic NPU companies separately during the visit.
The Korean Chip Tape Around the Visit
Herald Economy reports Samsung Electronics’ third-quarter operating profit is expected to surpass 100 trillion won despite the won-dollar decline — a first for a Korean company. Global Economic reports the two memory makers’ estimates were trimmed 7.5% and 6.5% in a month, to 113.126 trillion won and 78.32 trillion won. On October 6, the KOSPI closed at 6,941.39, down 62.35 points (0.89%), per Korea Exchange figures cited by Digital Daily, which reported that weakness in large semiconductor stocks handed back the 7,000 level.
What to Watch From Here
Whether the visit produces anything beyond meetings remains open; the NPU-company sit-downs are expectations, not outcomes.
Why is AMD CEO Lisa Su visiting South Korea?
Korean coverage points to an event appearance plus expected meetings with partners, customers and officials. Money Today describes Korea as both a core supplier and a consumer of AI infrastructure for AMD.
What AMD-Korea cooperation is already on record?
Yonhap News reports a July agreement, reached in San Francisco with South Korea’s science and ICT minister, to pursue building and pilot-testing heterogeneous AI computing infrastructure combining AMD CPUs and GPUs with domestic NPUs. E Daily adds Su is set to meet domestic NPU companies separately during the visit.
How did Korean markets move around the visit?
The KOSPI closed at 6,941.39 on October 6, down 0.89%, per Korea Exchange figures cited by Digital Daily, which attributed the drop below 7,000 to semiconductor weakness.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments carry significant risk. Always conduct your own research before making investment decisions.
