Overview

• OpenAI confirmed nonbinding letters of intent with Samsung and SK hynix to secure high‑performance DRAM and HBM supply for the Stargate AI infrastructure program.
• South Korea’s presidential office said OpenAI aims to source much of an expected 900,000 wafers per month from the two chipmakers, though detailed timelines remain undecided.
• SK Group announced an LOI for memory supply and an MOU to develop a new AI data center in the country's southwest, with officials describing a vision for a "Stargate Korea" hub.
• Samsung SDS, Samsung C&T, and Samsung Heavy Industries will collaborate on data center design and operations, including research on floating offshore facilities to cut cooling costs and emissions.
• OpenAI also signed an MOU with the Ministry of Science and ICT to support Korea’s AI transformation and ecosystem, following meetings between Sam Altman, President Lee Jae Myung, and leaders of Samsung and SK.