Samsung & SK Hynix sign on for OpenAI’s “Stargate”

Seoul says Samsung and SK Hynix signed letters of intent to supply memory for OpenAI’s Stargate buildout — a big signal for 2026–27 HBM demand.

What’s new

South Korea’s presidential office announced that Samsung Electronics and SK Hynix signed LOIs to supply memory — including high-bandwidth memory (HBM) — for OpenAI’s mega-scale “Stargate” infrastructure. Quantities and timelines weren’t disclosed, but the move positions both firms as core suppliers to the world’s most ambitious AI build.
Reuters;
Investing.com.

Why it matters

• HBM capacity pull: Expect sustained HBM tightness; both vendors already lead the market.
• Ecosystem ripple: Memory-side supply determines how fast GPU deployments can scale — it’s not just about compute dies.

Context

HBM’s stacked architecture delivers the bandwidth today’s training clusters need. For a quick primer on where bandwidth, VRAM size and NPUs intersect, see our explainer
GPU vs NPU for local AI workloads.

Sources

• Reuters: Samsung, SK Hynix to supply memory to OpenAI’s Stargate (Oct 1, 2025)
• Investing.com relay