OpenAI's Stargate Project Secures Massive Memory Supply from Samsung and SK Hynix
26 Sources
[1]
OpenAI ropes in Samsung, SK Hynix to source memory chips for Stargate | TechCrunch
OpenAI is leaving few stones unturned in the race to build compute capacity for its AI efforts. The ChatGPT maker on Wednesday said it had struck agreements with two of the world's biggest manufacturers of memory chips, Samsung Electronics and SK Hynix, to make DRAM wafers for the Stargate AI
[2]
OpenAI taps Samsung for another 'strategic partnership'
OpenAI is teaming up with South Korea's Samsung and SK Hynix for "strategic partnerships" to supply the advanced computer chips needed for its mammoth Stargate project. The Korean firms said they will scale production in order to meet OpenAI's growing demand for memory chips needed to power its
[3]
OpenAI's Stargate project to consume up to 40% of global DRAM output -- inks deal with Samsung and SK hynix to the tune of up to 900,000 wafers per month
Samsung and SK hynix have inked preliminary agreements to supply memory to OpenAI's massive Stargate data center initiative, reports Reuters. Instead of actual tested and packaged DRAM chips or HBM stacks, the companies will supply Stargate undiced wafers, according to Bloomberg, which highlights
[4]
Samsung and SK Hynix to feed OpenAI's megaproject
Duo pledge memory for Stargate to the tune of 900k DRAM wafer starts a month OpenAI has persuaded two of South Korea's chip titans to fuel its bid to build the biggest AI engine yet. ChatGPT factory OpenAI confirmed this week that Samsung and SK Hynix will join the Stargate initiative, pledging
[5]
Samsung, SK Hynix Ink Deal to Supply Gear to OpenAI's Stargate
Samsung Electronics Co. and SK Hynix Co. have forged initial agreements to supply chips and other gear to OpenAI's Stargate project, a deal that helps shore up their lead in advanced memory chips for AI. OpenAI's Sam Altman signed a letter of intent Wednesday to enlist Korea's two biggest
[6]
SK Hynix and Samsung shares leap after OpenAI deal
SK Hynix and Samsung Electronics shares jumped after the two biggest South Korean chipmakers signed a letter of intent with OpenAI to supply semiconductors for the US AI company's $500bn Stargate data centre project. Shares of SK Hynix, the leading producer of high bandwidth memory products used
[7]
Samsung, SK Hynix shares rally on OpenAI partnerships
SEOUL, Oct 2 (Reuters) - Shares of Samsung Electronics (005930.KS), opens new tab and SK Hynix (000660.KS), opens new tab rallied on Thursday after the South Korean chipmakers signed letters of intent to supply memory chips for OpenAI's data centers. Samsung Electronics rose more than 4% to its
[8]
SK Hynix shares hit multidecade highs, Samsung also surges on OpenAI partnership
Shares of South Korean chip heavyweights Samsung Electronics and SK Hynix surged Thursday, a day after the two companies partnered with artificial-intelligence major OpenAI as part of the U.S. firm's Stargate initiative. Shares of Samsung hit their their highest since January 2021, rising over 4%,
[9]
OpenAI announces partnerships with South Korean chip giants over Stargate project
SEOUL, South Korea (AP) -- OpenAI and South Korean tech conglomerates Samsung and SK on Wednesday announced partnerships to provide chips and other solutions for Stargate, a $500 billion project aimed at building infrastructure tied to artificial intelligence. The announcements came after OpenAI
[10]
OpenAI and Samsung plan floating data centers and power plants
OpenAI and Samsung and have signed a letter of intent for a sweeping partnership that spans semiconductors, data centers, shipbuilding, cloud services, and maritime technologies. The announcement was made at a ceremony in Seoul attended by senior leaders from across Samsung's electronics,
[11]
Samsung and OpenAI Announce Strategic Partnership To Accelerate Advancements in Global AI Infrastructure
Samsung will bring together industry-leading technologies and innovations across advanced semiconductors, data centers, shipbuilding, cloud services and maritime technologies OpenAI, Samsung Electronics, Samsung SDS, Samsung C&T and Samsung Heavy Industries today announced a letter of intent (LOI)
[12]
OpenAI announces partnerships with South Korean chip giants over Stargate project
OpenAI and South Korean tech conglomerates Samsung and SK on Wednesday announced partnerships to provide chips and other solutions for Stargate, a $500 billion project aimed at building infrastructure tied to artificial intelligence. The announcements came after OpenAI CEO Sam Altman met with
[13]
OpenAI's Stargate locks in Korean chipmakers, boosting shares
SK Hynix and Samsung are poised to benefit from unprecedented demand for high-bandwidth memory as OpenAI embarks on its $500bn (€425bn) global AI infrastructure push. Two of South Korea's biggest technology firms saw their shares jump in Seoul trading on Thursday after OpenAI announced it would
[14]
OpenAI announces partnerships with South Korean chip giants over Stargate project
SEOUL, South Korea (AP) -- OpenAI and South Korean tech conglomerates Samsung and SK on Wednesday announced partnerships to provide chips and other solutions for Stargate, a $500 billion project aimed at building infrastructure tied to artificial intelligence. The announcements came after OpenAI
[15]
OpenAI announces partnerships with South Korean chip giants over Stargate project
SEOUL, South Korea -- OpenAI and South Korean tech conglomerates Samsung and SK on Wednesday announced partnerships to provide chips and other solutions for Stargate, a $500 billion project aimed at building infrastructure tied to artificial intelligence. The announcements came after OpenAI CEO
[16]
OpenAI Announces Partnerships With South Korean Chip Giants Over Stargate Project
SEOUL, South Korea (AP) -- OpenAI and South Korean tech conglomerates Samsung and SK on Wednesday announced partnerships to provide chips and other solutions for Stargate, a $500 billion project aimed at building infrastructure tied to artificial intelligence. The announcements came after OpenAI
[17]
OpenAI Taps Samsung And SK Hynix For Massive AI Data Push, Including New Korea Data Center - Microsoft (NASDAQ:MSFT), NVIDIA (NASDAQ:NVDA)
Samsung Electronics (OTC:SSNLF) and SK Hynix bagged initial deals on Wednesday to supply chips and equipment for Microsoft (NASDAQ:MSFT) backed OpenAI's Stargate project, reinforcing their dominance in advanced memory chips for artificial intelligence. Beyond memory chips, Samsung SDS, Samsung
[18]
South Korea's Samsung and SK hynix join OpenAI's Stargate project
South Korea's Samsung Electronics (OTCPK:SSNLF) and SK hynix (OTCPK:HXSCF) are joining OpenAI's Stargate initiative to advance global AI infrastructure. Microsoft (NASDAQ:MSFT)-backed OpenAI said these partnerships will focus on increasing the supply of advanced memory chips essential for
[19]
Samsung and OpenAI announce strategic partnership
OpenAI and several Samsung affiliates -- Samsung Electronics, Samsung SDS, Samsung C&T, and Samsung Heavy Industries -- have announced a letter of intent (LOI) for a strategic partnership. The collaboration aims to accelerate the development of global AI data center infrastructure and co-develop
[20]
South Korea shoots for the Stargate
Samsung and SK's new partnership with OpenAI is significant in that Korean companies have now cemented themselves as essential allies of the US-led Stargate project, worth US$500 billion. Many observers see domestic firms' assumption of the role of the main suppliers of artificial intelligence
[21]
Samsung, SK form AI infrastructure partnership with OpenAI - The Korea Times
Deals secure chip supply worth hundreds of billions of dollars Samsung and SK each signed comprehensive partnerships on artificial intelligence (AI) infrastructure with OpenAI, during OpenAI CEO Sam Altman's visit to Korea, Wednesday. The partnerships, respective letter of intent with Samsung
[22]
Samsung, SK sign on to OpenAI's Stargate initiative as strategic partners
South Korean President Lee Jae Myung speaks with OpenAI CEO Sam Altman at the presidential office in Seoul on Oct. 1, 2025. (Yonhap) Samsung and SK will join OpenAI as key strategic partners in its Stargate project, a quest to build an overarching AI infrastructure platform. The Korean companies
[23]
Chip stocks rise as OpenAI's Stargate project fuels AI memory demand hype By Investing.com
Investing.com -- Chip stocks gained ground on Thursday following reports that South Korea's largest companies signed initial agreements to supply chips to OpenAI's Stargate project, boosting optimism for artificial intelligence memory demand. Micron (NASDAQ:MU) rose 1%, Advanced Micro Devices
[24]
Samsung, SK Hynix shares soar on OpenAI Stargate supply deal By Investing.com
Investing.com-- Shares of Samsung Electronics Co Ltd (KS:005930) and SK Hynix Inc (KS:000660) rose sharply on Thursday after the two South Korean chipmakers signed preliminary agreements to supply memory chips for OpenAI data centers under the Stargate program. Gains in the two drove South Korea's
[25]
Samsung, SK Hynix Rally on Partnership With OpenAI for Stargate Project
Shares of Samsung Electronics and SK Hynix surged to multiyear highs after the South Korean memory-chip makers struck initial agreements with ChatGPT maker OpenAI as part of a global artificial-intelligence push. OpenAI Chief Executive Sam Altman signed letters of intent with Samsung Group
[26]
Samsung, SK Hynix market value jumps $37 billion after OpenAI chip deal
SEOUL (Reuters) -Shares of South Korea's Samsung Electronics and SK Hynix rallied on Thursday after the chip makers signed a deal to supply memory chips for OpenAI's data centres, boosting their combined market capitalisation by $37 billion. Samsung Electronics climbed more than 4% to its firmest
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OpenAI partners with Samsung and SK Hynix to source up to 900,000 DRAM wafers monthly for its Stargate project, potentially consuming 40% of global DRAM output. The deal includes plans for AI data centers in South Korea and explores innovative solutions like floating data centers.
OpenAI's Ambitious Stargate Project
OpenAI, the company behind ChatGPT, has taken a significant step forward in its race to build compute capacity for AI development. The company has announced strategic partnerships with two of the world's largest memory chip manufacturers, Samsung Electronics and SK Hynix, to supply DRAM wafers for its ambitious Stargate AI infrastructure project
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Source: Korea Times
Massive Memory Supply Agreement
The scale of this agreement is staggering. Samsung and SK Hynix have pledged to scale their manufacturing to produce up to 900,000 high-bandwidth memory DRAM wafers per month for use in Stargate and AI data centers
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. This volume represents a significant portion of global DRAM output, with estimates suggesting it could consume nearly 40% of total DRAM production3
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Source: Euronews
Stargate: A $500 Billion AI Infrastructure Project
Stargate is a massive infrastructure project spearheaded by OpenAI, Oracle, and SoftBank. The initiative aims to invest $500 billion in building data centers dedicated to AI development in the United States
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. This latest agreement with Samsung and SK Hynix is part of OpenAI's broader strategy to secure the necessary components and partnerships for this ambitious project.Expanding AI Infrastructure in South Korea
In addition to the memory supply agreement, OpenAI is exploring opportunities to build AI data centers in South Korea. The company is working with the Korean Ministry of Science and ICT to identify suitable locations outside Seoul
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. OpenAI has also struck a separate deal with SK Telecom to build an AI data center in the country2
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Source: Hankyoreh
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Innovative Data Center Solutions
As part of the collaboration, Samsung and OpenAI are exploring innovative solutions for data center design and operation. Samsung C&T and Samsung Heavy Industries will work with OpenAI to develop floating data centers, which could potentially improve cooling efficiency and reduce carbon emissions
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.Market Impact and Future Implications
The announcement of these partnerships has had a significant impact on the stock market. Samsung shares reached their highest level since January 2021, while SK Hynix stock surged almost 10 percent to levels not seen since 2000
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. This reflects the market's confidence in the potential of AI infrastructure investments.As OpenAI continues to secure partnerships and resources for its Stargate project, the company is positioning itself at the forefront of AI development. The scale of these agreements underscores the massive computational requirements of advanced AI systems and highlights the critical role that memory manufacturers will play in shaping the future of artificial intelligence.
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