South Korea's Memory Giants Lock in $950 Billion AI Chip Supply Deals
Samsung and SK hynix secure multi-year agreements with Nvidia, Broadcom, and other US tech leaders as Seoul positions itself as critical supplier in the global AI hardware race
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Samsung and SK hynix secure multi-year agreements with Nvidia, Broadcom, and other US tech leaders as Seoul positions itself as critical supplier in the global AI hardware race

South Korean memory giant recruits US engineers to co-design stacked DRAM-on-logic architectures with American chip clients, pushing custom memory beyond data centers into on-device AI.
South Korea's memory chip leaders are finalizing long-term supply agreements and strategic partnerships with US tech giants as President Lee Jae Myung heads to California

The memory chipmaker is pouring capital into its Cheongju P&T7 facility while maintaining its broader KRW 19 trillion investment envelope, betting on surging AI-driven demand for high-bandwidth memory.

South Korean chipmaker issues formal disclosure refuting reports of negotiations for Intel's under-construction New Albany facility

South Korea's memory giants are diverting flexible production lines toward conventional server memory amid margin convergence, while keeping AI-focused HBM commitments intact.

Samsung, SK hynix, and Micron pivot to vehicles as memory content per car approaches PC levels