AMD CEO to Meet Samsung Chairman for Memory Acquisition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 11 2026
0mins
Source: seekingalpha
- Memory Acquisition Efforts: AMD CEO Dr. Lisa Su is scheduled to meet with Samsung Chairman Jay Lee next week in South Korea to secure high-bandwidth memory for AI chips, a move that could significantly enhance AMD's competitiveness in the AI market.
- Strategic Partnership Potential: The discussions will also include a meeting with Naver CEO Choi Soo-yeon, indicating AMD's intent to forge closer ties with major South Korean tech firms to bolster its AI business development.
- Positive Market Reaction: Following the news, AMD shares saw a fractional increase in premarket trading on Wednesday, reflecting investor optimism regarding the company's growth potential, particularly in AI applications.
- Export Policy Implications: Concurrently, a U.S. agency denied reports of draft rules for AI chip export permits, which could impact AMD and Nvidia's global sales strategies, adding further uncertainty to the market.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to fall
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 517.820
Low
210.00
Averages
289.13
High
377.00
Current: 517.820
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing and artificial intelligence (AI). Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes AI accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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See More
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See More
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- Policy Support and Challenges: Beijing has rolled out policies to support domestic AI development amid U.S. restrictions on high-end technology, yet the unclear profitability of companies in the context of slower economic growth and fierce competition highlights market complexities.
- Investment Opportunities: BlackRock analysts see potential in physical AI, emphasizing the integration of AI technology into hardware, while recommending stocks exposed to scarce industry inputs, showcasing a focus on infrastructure investments.
See More
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See More
