The meeting between
Lisa Su and
Jay Y. Lee
signals a potential shift in the AI semiconductor landscape.
◆ Current Structure
- AI chips → NVIDIA / AMD
- Memory → SK Hynix
- Foundry → TSMC
◆ HBM3E (Short Term)
Samsung may supply
HBM3E to AMD
👉 reducing reliance on SK Hynix
◆ HBM4 (Long Term)
Next-gen memory battleground
👉 key to future AI performance
◆ Foundry Shift
AMD may explore
Samsung as an alternative
◆ Key Meaning
👉 challenge to the current
NVIDIA–SK Hynix–TSMC ecosystem
◆ Investment Takeaway
- Not confirmed yet
- But major long-term potential
📌 Keywords
- HBM3E
- HBM4
- AI semiconductor
- AMD Samsung
- chip supply chain