$AMD CEO Lisa Su Heading to Korea to Secure HBM4 Supply From $SKHY and Samsung as MI450 Ramps

AMD ($AMD) CEO Lisa Su is heading to Korea to secure HBM4 supply from SK Hynix ($SKHY) and Samsung as MI450 ramps with 432GB of memory per GPU.
That makes HBM supply a big piece of AMD's 2027 ramp, while Samsung's push for a major AI customer gives Su more leverage on allocation.