Samsung will supply next-generation HBM4 high-bandwidth memory chips to OpenAI for the ChatGPT maker's first in-house AI processor, according to the Korean Economic Daily. The arrangement, if confirmed, supports accelerating demand for advanced memory and should be positive for Samsung's memory revenue and for suppliers tied to AI hardware, potentially moving individual semiconductor stocks by low-single-digit percentages.
Samsung will supply next-generation HBM4 high-bandwidth memory chips to OpenAI for the ChatGPT maker's first in-house AI processor, according to the Korean Economic Daily. The arrangement, if confirmed, supports accelerating demand for advanced memory and should be positive for Samsung's memory revenue and for suppliers tied to AI hardware, potentially moving individual semiconductor stocks by low-single-digit percentages.
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