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Samsung and sk hynix have agreed to supply undiced dram wafers to openai’s stargate project, which could consume up to 900,000 wafers per month, or about 40% of global dram output, as stargate. Reported a 62% jump in profit and said customers have already secured its entire memory chip lineup for next year, illustrating how a global ai infrastructure buildout is ratcheting. Samsung and sk hynix dominate hbm (80% market share), critical for gpus like nvidia’s blackwell powering stargate
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Openai’s projected demand could climb to 900,000 dram wafers per month—a staggering figure that may represent as much as 40% of total global dram output, the report notes Reuters, channel newsasia, dow jones newswires, and english news “our dram, nand as well as hbm capacity [for next year] has been sold out,” said kim, referring to sk hynix’s main memory products.
Sk hynix says its dram, nand, and hbm production capacity for next year “has been sold out” and that it would set up a production system to meet openai's demand more
