{"id":173960,"date":"2025-10-02T20:00:52","date_gmt":"2025-10-02T20:00:52","guid":{"rendered":"https:\/\/teknomers.com\/en\/openai-has-signed-agreements-with-samsung-and-sk-hynix-for-a-potential-demand-of-900000-wafers-per-month-this-number-is-quite-remarkable\/"},"modified":"2025-10-02T20:00:53","modified_gmt":"2025-10-02T20:00:53","slug":"openai-has-signed-agreements-with-samsung-and-sk-hynix-for-a-potential-demand-of-900000-wafers-per-month-this-number-is-quite-remarkable","status":"publish","type":"post","link":"https:\/\/teknomers.com\/en\/openai-has-signed-agreements-with-samsung-and-sk-hynix-for-a-potential-demand-of-900000-wafers-per-month-this-number-is-quite-remarkable\/","title":{"rendered":"OpenAI has signed agreements with Samsung and SK Hynix for a potential demand of 900,000 wafers per month. This number is quite remarkable."},"content":{"rendered":"\n

In \u00a0Seoul\u00a0, a pivotal set of agreements was formed highlighting the significant advancements in the field of \u00a0artificial intelligence\u00a0 (AI). OpenAI, in collaboration with \u00a0Samsung\u00a0 and \u00a0SK Group\u00a0, is pushing forward with their ambitious \u00a0Stargate project\u00a0, which aims to achieve an astonishing production rate of \u00a0900,000 DRAM wafers per month\u00a0. This initiative not only seeks to enhance memory production but also explores the establishment of new data centers in South Korea. This announcement was made following a series of high-profile meetings involving Sam Altman, the leaders of these tech giants, and the South Korean President, \u00a0Lee Jae-Myung\u00a0.<\/p>\n

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The gathering at the Seoul presidential office marked a significant moment as Sam Altman engaged in discussions with key figures from the two Asian technological conglomerates, alongside President \u00a0Lee Jae-Myung\u00a0. The sentiment was clear: South Korea is intent on solidifying its position as one of the top three global powers in AI, while OpenAI aims to secure its Stargate project in regions enriched with technological resources. This mutual interest is encapsulated in formal agreements that span memory supply, infrastructure, and long-term collaboration.<\/p>\n

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An Objective That Can Tension the Entire Memory Sector<\/h2>\n

To understand the magnitude of this agreement, we must first grasp the concept of \u00a0wafers\u00a0. These silicon discs form the foundation for chip manufacturing. Each processed wafer produces numerous chips that eventually become \u00a0DRAM memory modules\u00a0 or \u00a0HBM batteries\u00a0, powering servers and data centers. <\/p>\n

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The ambitious target of 900,000 wafers per month stands in stark contrast to current market statistics. According to \u00a0Techinsights\u00a0, global production capacity for \u00a0300-millimeter DRAM wafers\u00a0 was approximately 2.07 million per month in 2024, with an anticipated increase to 2.25 million by 2025. Achieving \u00a0900,000\u00a0, therefore, would account for \u00a0about 39%\u00a0 of the total market capacity. No single manufacturer has reached such a scale, underscoring the substantial nature of this agreement, which symbolizes OpenAI’s aspirations and the escalating demand for high-performance memory supplies.<\/p>\n

This agreement also includes initial commitments for expanding memory production and assessing new infrastructure in South Korea. Companies within the Samsung umbrella, such as \u00a0Samsung SDS\u00a0, will be involved in developing data centers, while others like \u00a0Samsung C&T\u00a0 and \u00a0Samsung Heavy Industries\u00a0 are set to contribute to their design and construction. The \u00a0Ministry of Science and ICT\u00a0 is considering locations outside Seoul\u2019s metropolitan area, while \u00a0SK Telecom\u00a0 has signed an agreement to investigate establishing a center in southwestern South Korea. Furthermore, the integration of \u00a0ChatGPT Enterprise\u00a0 and API capabilities into corporate operations is also on the table.<\/p>\n

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\"OpenAI<\/p>\n

    <span>Stargate Data Center in the United States<\/span><\/code><\/pre>\n<\/div><\/div>\n<\/div>\n
A crucial aspect of this venture lies in the distinction between \u00a0using\u00a0 and \u00a0training\u00a0 a model. While interacting with a chatbot activates an inference infrastructure, the training of a new AI system demands thousands of chips to operate in unison, each requiring \u00a0high-performance memory modules\u00a0. This exponential need for capacity intensifies the requirements for servers, cooling systems, and electrical power. Thus, guaranteeing hundreds of thousands of wafers monthly seems not just reasonable but a prerequisite for supporting the forthcoming generation of AI models.<\/p>\n
OpenAI’s computational capabilities are bolstered through significant partnerships, including alliances with \u00a0Oracle\u00a0 and \u00a0Softbank\u00a0, to establish five data centers with substantial gigawatt capacity. Moreover, \u00a0Nvidia\u00a0 has pledged investment upwards of \u00a0100 billion dollars\u00a0, providing access to over 10 gigawatts for their training systems.<\/p>\n
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\n   \"Samsung<\/p>\n
  <\/div><\/code><\/pre>\n<\/div>\n
Understanding OpenAI’s trajectory necessitates recognizing its foundational partnership with \u00a0Microsoft\u00a0. Initial investments of \u00a01 billion\u00a0 in 2019, followed by \u00a010 billion\u00a0 later, provided OpenAI access to the \u00a0Azure cloud\u00a0, which has been instrumental in developing models such as ChatGPT. However, recent movements indicate a transition toward infrastructure allowing OpenAI greater control, reducing reliance on a singular supplier.<\/p>\n
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 <img alt=\"The companies of AI tell us that they want to achieve an AGI. What they are really conquering is the economy of attention \" width=\"375\" height=\"142\" src=\"https:\/\/i.blogs.es\/cb32b9\/sam-movil\/375_142.jpeg\"\/><\/code><\/pre>\n<\/div>\n<\/div><\/div>\n<\/div>\n
It is important to note that many aspects of these agreements are still in initial phases. \u00a0Letters of intent\u00a0 and \u00a0memoranda of understanding\u00a0 illustrate the desire to collaborate, but specific details remain unfinalized. Given the extensive scale of the Stargate initiative, multiple risks loom, from bottlenecks in producing high-performance memory to energy shortages necessary for operating large facilities. These issues, coupled with obtaining required permits and coordinating with various stakeholders, highlight the complexities involved. While the signed agreements chart a promising path, the actual execution remains to be seen.<\/p>\n
Images | Sam Altman<\/a> | Samsung | SK Hynix | Xataka with Grok<\/p>\n
In Xataka | I’ve been hooked to Sora 2 for two days: I’m generating absurd memes where I am the protagonist and I can’t stop<\/p>\n

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General News – 2<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"
In \u00a0Seoul\u00a0, a pivotal set of agreements was formed highlighting the significant advancements in the field of \u00a0artificial intelligence\u00a0 (AI). OpenAI, in collaboration with \u00a0Samsung\u00a0 and \u00a0SK Group\u00a0, is pushing forward with their ambitious \u00a0Stargate project\u00a0, which aims to achieve an astonishing production rate of \u00a0900,000 DRAM wafers per month\u00a0. This initiative not only seeks […]<\/p>\n","protected":false},"author":1,"featured_media":173961,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36399],"tags":[6615,928,41752,2751,303,18785,9202,19680,27148,6299,43098],"class_list":["post-173960","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-agreements","tag-demand","tag-hynix","tag-month","tag-number","tag-openai","tag-potential","tag-remarkable","tag-samsung","tag-signed","tag-wafers"],"_links":{"self":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts\/173960","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/comments?post=173960"}],"version-history":[{"count":0,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts\/173960\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/media\/173961"}],"wp:attachment":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/media?parent=173960"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/categories?post=173960"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/tags?post=173960"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}