ChatGPT maker meets Samsung, SK officials to build AI chip network

ChatGPT maker Open AI’s CEO Sam Altman today met Samsung and SK Hynix officials in South Korea. It is reported that Sam Altman will discuss semiconductor-related cooperation with South Korea’s Samsung Electronics and SK Hynix.

CEO Sam visited Samsung’s Pyeongtaek campus today and met Samsung Elec President Gyeong-hyeon, who oversees the semiconductor business, as well as executives in charge of the memory semiconductor and foundry (consignment manufacturing) businesses.

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After seeing the Pyeongtaek campus, Sam met with SK Hynix President Kwak No-jeong. SK Hynix produces high-bandwidth memory (HBM), an essential AI component and memory semiconductor. Sam’s Korea visit reportedly aimed at securing HBM, which is considered the core of AI semiconductors.

SK Hynix is ​​currently the number one supplier of HBM to NVIDIA, which supplies 90% of the world’s AI semiconductors. Samsung Electronics appears to be following closely behind, with the combined HBM market shares of SK Hynix (50%) and Samsung (40%) exceeding 90%.

// Source