Storylines / Organisation
SK hynix
3 developments involving SK hynix in 2 countries and bodies. The most recent is Samsung signs letter of intent to supply memory and data centres for OpenAI’s Stargate, 1 Oct 2025.
KeyStory
- Samsung signs letter of intent to supply memory and data centres for OpenAI’s Stargate
Korea’s two memory makers lined up to supply OpenAI’s data-centre build-out, which projects demand of up to 900,000 DRAM wafers a month.
- SK hynix completes HBM4 development and readies mass production
AI accelerator makers gained a supplier ready to mass-produce HBM4 memory, which SK hynix said would raise AI service performance by up to 69%.
- South Korea announces a 26 trillion won support package for its chip industry
Korean chipmakers such as Samsung and SK hynix, which supply memory for AI accelerators, get cheaper state loans and longer tax breaks for new fabs.