AMD Targets Korea’s Supply Chain and Ecosystem at Once ... “Multi-Generational HBM Cooperation, New Local AI CoE”
IT DAILY ·
✦ AI Summary
AMD is strengthening both its supply chain and ecosystem in Korea.
It said it will build a long-term supply chain with Samsung Electronics and SK hynix and continue HBM cooperation across multiple generations.
CEO Lisa Su explained the importance of Korea’s supply chain and the need to respond to AI and data center demand.
AMD outlined a direction to strengthen both its supply chain and ecosystem in Korea. The company is simultaneously targeting Korea’s supply chain and ecosystem, and is pursuing the establishment of a long-term supply chain with Samsung Electronics and SK hynix.
In this process, HBM cooperation is being pursued to include next-generation standards. AMD also said it plans to continue HBM cooperation across multiple generations.
The people in the photo are AMD Senior Vice President Jack Huynh, CCO Carolyn Guss, and CEO Lisa Su. The remarks were relayed through CEO Lisa Su’s media Q&A at AMD Gamer Day.
CEO Lisa Su explained the importance of the Korean ecosystem from both supply and partnership perspectives. She said demand in the AI, gaming, and consumer markets is surging, and that this is increasing the need to respond to complex supply chains. She also said partners need long-term plans with a three- to five-year outlook, not just one to two years.
Regarding the data center market, CEO Lisa Su said there are strong demand signals for the AI GPU MI455, the rack-scale system Helios, and the next-generation server CPU EPYC. She said this underpins expectations for growth and noted that demand for AI hardware in the Korean market is increasing. She added that Korea’s supply chain is important for achieving goals in the data center segment, and named Samsung Electronics and SK hynix as key partners.
CEO Lisa Su said the memory supply-demand environment is very tight. Even so, she said the business has continued to grow solidly based on deep cooperation with memory partners.
CEO Lisa Su said the next-generation AI accelerator lineup using HBM4 is also receiving full support from Samsung Electronics and SK hynix. She also said the company she leads was the first to introduce the first mass-produced HBM product in 2015. She emphasized that HBM partnerships with Korean partners have continued not for a single generation, but across multiple generations.
AMD plans to establish an AI Excellence Center (AI CoE) in Korea and expand cooperation with Korean startups and universities. AMD CEO Lisa Su met earlier in the morning with the vice minister of the Ministry of Science and ICT and promising domestic AI startups, and AMD is also continuing cooperation with Upstage and Moreh.
CEO Lisa Su said the current AI market is the fastest market she has seen in her entire career. She added that she expects closer communication with partners and expanded cooperation will improve the efficiency of responding to market demand.
On the technology strategy side, AMD Senior Vice President Jack Huynh presented a “distributed AI” strategy that spans cloud, PC, and edge. He stressed that locally run AI has advantages in privacy and security, and that it does not incur token costs.
Senior Vice President Jack Huynh said the model lightening cycle is shortening to two to three months. He added that AMD is paying attention to linking model compression and optimization technologies in line with this trend.
Source: IT DAILY · Kwon Young-seok
Original: https://www.itdaily.kr/news/articleView.html?idxno=242064
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Source: IT DAILY
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