Samsung and SK hynix have inked preliminary agreements to supply memory to OpenAI’s massive Stargate data center initiative, reports Reuters. Instead of actual tested and packaged DRAM chips or HBM stacks, the companies will supply Stargate undiced wafers, according to Bloomberg, which highlights the vast volumes of memory and other components that Stargate needs. For now, it looks like Stargate could consume nearly half of global DRAM output.
Both Samsung and SK Hynix confirmed that OpenAI's anticipated demand could grow to 900,000 DRAM wafers monthly, which is an incredible volume that may represent around 40% of total DRAM output. The deal likely includes various types of memory, including commodity DDR5 and specialty HBM memory for AI processors. What remains to be seen is which company will dice the wafers and build actual DRAM chips, HBM stacks, and memory modules.
