OpenAI Deepens Samsung Partnership to Co-Develop Next-Generation AI Chips

Product / TechM&A · Partnership Impact 4
โดย Yahoo Finance·KRUS·Read original
Summary · why it matters

OpenAI is deepening its partnership with Samsung Electronics to co-develop next-generation chips, a move aimed at advancing its enterprise AI services. Harrison Kim, General Manager of OpenAI Korea, said at a press conference in Seoul on Wednesday that the joint production and research on the next-generation chips is one of the areas where OpenAI has gained the most recognition and made the most progress with Samsung Electronics, according to Reuters. Kim also said Samsung is one of the largest-scale deployments of ChatGPT globally, with the AI used across departments including research and development, marketing and sales, and he highlighted growing demand for memory chips to support faster, more advanced computing. In October 2025, OpenAI enlisted Samsung Electronics and SK Hynix to supply chips and equipment for its Stargate project, while Samsung SDS, Samsung C&T and Samsung Heavy Industries explored potential partnerships with OpenAI on floating data centers and advanced infrastructure design. OpenAI has also been expanding its custom chip push, launching its first custom Intelligence Processor, Jalapeño, with Broadcom in June, and CFO Sarah Friar said at Goldman Sachs' Communacopia + Technology Conference in San Francisco on Monday that the company used its own AI models to develop the Jalapeño chip, which was finalized for production within nine months.

Impact on stocks 11

Artificial Intelligence▲ · 7 stocks
Samsung Electronics Co Ltd
005930
▲ PositiveTechnologyDemandrelevance

OpenAI is deepening its partnership with Samsung to co-develop and jointly produce next-generation AI chips.

Broadcom Inc
AVGO
▲ PositiveTechnologyrelevance

OpenAI launched its first custom Intelligence Processor, Jalapeño, with Broadcom, developed using OpenAI's own AI models.

Semiconductors▲ · 1 stocks
SK Hynix Inc
000660
▲ PositiveDemandrelevance

OpenAI enlisted SK Hynix to supply chips and equipment for its Stargate project, and highlighted growing memory-chip demand.

Energy Transition & Power Demand▲ · 1 stocks
Financials▲ · 1 stocks
Others▲ · 1 stocks
Samsung Electronics Co Ltd
005930
▲ PositiveDemandrelevance

OpenAI is deepening its partnership with Samsung to co-develop next-generation chips and highlighted growing demand for memory chips, with Samsung being one of the largest-scale ChatGPT deployments globally.

Theme Impact 6

Off-coverage companies 1

OpenAIPrivate▲ Positive
Technologyrelevance

OpenAI is deepening its Samsung partnership to co-develop next-generation AI chips and advancing its custom chip push with the Jalapeño Intelligence Processor.

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