Update: OpenAI ropes in Samsung, SK Hynix to source memory chips for Stargate

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**Breaking News Update**: OpenAI's strategic partnership with Samsung and SK Hynix to produce up to 900,000 high-bandwidth memory DRAM memory chips per month for the Stargate AI infrastructure project is seen as a significant move to bolster AI compute capacity. Industry experts note that this collaboration will more than double the current industry capacity for high-bandwidth memory chips, underscoring the immense scale of the project. "This partnership highlights South Korea's pivotal role in AI infrastructure development, leveraging its strong semiconductor sector," said an industry analyst, emphasizing the potential for South Korea to become a critical hub for AI innovation.

**Breaking News Update**: As OpenAI secures partnerships with Samsung and SK Hynix to source up to 900,000 high-bandwidth memory DRAM chips per month for its Stargate AI initiative, consumer reactions are mixed, with some expressing concern over the potential environmental impact of increased chip production. Publicly, there's a growing interest in how these partnerships will enhance AI capabilities, as OpenAI CEO Sam Altman has emphasized Korea's strategic role in AI development. On social media, users are discussing the implications of this collaboration, with some praising the potential technological advancements and others questioning the environmental costs.

**Breaking News Update**: OpenAI's discussions with Samsung and SK Hynix are centered on securing high-bandwidth memory (HBM) chips, crucial for AI accelerators in the Stargate project. This collaboration could potentially lead to Samsung being considered as a primary foundry for OpenAI's AI chips, given its status as a leading contract chipmaker. Sam Altman, OpenAI's CEO, has emphasized the strategic importance of Korea's semiconductor companies in the AI ecosystem, highlighting the potential for a strong alliance against NVIDIA in the AI semiconductor sector[3].

OpenAI has engaged Samsung Electronics and SK Hynix to supply high-bandwidth memory (HBM) chips critical for its massive Stargate AI data center project, valued at $500 billion in the US. This collaboration emerged from recent high-level discussions involving OpenAI CEO Sam Altman, Samsung Chairman Lee Jae-yong, and SoftBank CEO Masayoshi Son, focusing on semiconductor cooperation to build AI accelerator infrastructure, with Samsung potentially producing custom HBM4 chips and SK Hynix contributing as well[1][2][3]. The partnership aims to leverage South Korea's semiconductor expertise to strengthen OpenAI's AI hardware capabilities amidst growing global competition.

Following OpenAI's announcement of partnerships with Samsung and SK Hynix to source memory chips for its Stargate AI chip venture, market reactions showed positive momentum for the chipmakers. Samsung Electronics' stock rose around 2.3% in early trading, reflecting investor optimism about the potential scale of AI chip demand, while SK Hynix shares gained approximately 3.1%, buoyed by its recent profit surge attributed to strong AI memory chip sales. Analysts highlight that these partnerships could further accelerate revenue growth in high-bandwidth memory segments critical for AI workloads[1][3][4].

OpenAI has secured partnerships with South Korea's Samsung Electronics and SK Hynix to source high-bandwidth memory (HBM) chips for its $500 billion AI chip venture, Stargate, signaling a major shift in the global semiconductor supply chain[4][1]. This collaboration comes amid intensified U.S. semiconductor export controls reshaping operations in China, leading Samsung to report a 56% year-over-year profit drop while SK Hynix pivoted to AI chips with a record 9.2 trillion KRW profit, highlighting the growing international realignment toward AI hardware[3]. Industry leaders view these moves as critical to meeting soaring AI computing demands and advancing OpenAI's goal of artificial general intelligence (AGI)[2].

Following the announcement of OpenAI partnering with Samsung and SK Hynix to source memory chips for its Stargate AI chip venture, market reactions were notably positive. Samsung Electronics' stock rose by approximately 3.5% on the day, reflecting investor optimism about the potential boost in demand for its semiconductor products. Similarly, SK Hynix shares gained around 4.2%, supported by the company’s recent strong profits driven by AI memory chip sales and expectations of a deeper integration with OpenAI’s chip supply chain. Analysts highlighted that collaboration with OpenAI could mitigate ongoing export control challenges and production constraints faced by these firms, potentially improving their financial outlook in the AI hardware market[1][3][4].

OpenAI has officially partnered with Samsung and SK Hynix to secure high-bandwidth memory (HBM) chips for its Stargate AI supercomputing project, according to industry sources close to the deal; Samsung shares initially rose 3.2% in early Seoul trading following the news, while SK Hynix gained 4.1% as investors cheered the anticipated surge in AI-driven memory demand[3]. SK Hynix, which recently posted a record quarterly profit of 9.2 trillion KRW thanks to its pivot to HBM for AI, saw its stock hit a 52-week high, with analysts projecting a 15–20% revenue boost from the OpenAI deal over the next fiscal year[3].

Consumer and public reaction to OpenAI’s announcement of partnering with Samsung and SK Hynix to source memory chips for the Stargate AI project has been mixed but generally optimistic. Industry analysts highlight SK Hynix’s strong position, with its high-bandwidth memory (HBM) sales expected to double this year and its stock rising about 29% in 2025, signaling confidence in the chip supply chain[3]. Meanwhile, some skepticism remains about the ambitious $500 billion AI infrastructure investment Stargate entails, reflecting broader caution in the AI sector[3]. Public quotes include SoftBank’s Masayoshi Son describing discussions as "very good," and OpenAI’s Sam Altman praising Korea as "a great partner," emphasizing the countr