Overview

• Samsung Electronics and SK hynix signed non-binding agreements to provide advanced DRAM and high‑bandwidth memory for OpenAI’s Stargate infrastructure program.
• Samsung SDS, Samsung C&T and Samsung Heavy Industries will partner on data‑center design, construction and operations, including research into floating offshore facilities.
• SK Group added a memorandum with OpenAI to co‑develop an AI data center in southwest Korea with SK Telecom, with officials indicating plans for two local JV centers starting at 20 megawatts.
• South Korea’s Ministry of Science and ICT signed an MOU with OpenAI to bolster the domestic AI ecosystem by training talent, supporting startups and enabling Korean participation in global projects.
• OpenAI and Korean officials cited a projected need of roughly 900,000 DRAM wafers per month toward 2029, and shares of SK hynix and Samsung rose sharply on the announcements.