Samsung and SK Hynix unveil $950 billion US chip supply partnerships
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Samsung and SK Hynix unveil $950 billion US chip supply partnerships Simon Mugo Sat, July 25, 2026 at 3:48 AM EDT 2 min read SKHY 005930.KS 005935.KS Investing.com -- Samsung Electronics and SK Hynix will pursue memory-chip supply partnerships with major U.S. technology companies valued at a combined $950 billion, Reuters reported, citing South Korean presidential adviser Kim Yong-beom. SK Hynix is expected to supply $750 billion of memory chips to American companies, including Nvidia, through long-term agreements. Samsung will provide another $200 billion of chips to Broadcom Inc (NASDAQ:AVGO), strengthening its relationship with one of the largest suppliers of custom processors and networking equipment for AI data centres. The announcement came during South Korean President Lee Jae Myung's visit to San Francisco, where he hosted an AI summit involving executives from NVIDIA Corporation (NASDAQ:NVDA), OpenAI, Anthropic and Broadcom. Senior representatives from Samsung, SK Group, Hyundai Motor (KS:005380) and Naver also attended. Lee introduced the San Francisco AI Declaration, aimed at expanding technology cooperation between South Korea and the United States. The agreements reflect the growing demand for high-bandwidth memory and conventional DRAM used in AI servers. South Korea's two largest memory producers control a major share of the global market, placing them at the centre of the AI infrastructure buildout. SK Hynix also announced a separate initiative worth more than $500 billion with Nvidia and other partners. That programme covers next-generation memory development and large AI data centres. SK Telecom Co Ltd ADR (NYSE:SKM) plans to construct a two-gigawatt facility using Nvidia's Vera Rubin processors and SK Hynix's HBM4 memory. The first phase is expected to begin operating in 2027. Samsung and SK Hynix have also discussed supply agreements with Anthropic as AI developers seek more direct access to memory capacity. South Korean officials estimate that U.S. companies account for 80% to 90% of the demand supporting the country's planned semiconductor expansion. The partnerships deepen the interdependence between American AI developers and South Korean chipmakers at a time when memory shortages are pushing prices higher and encouraging technology companies to secure capacity years in advance. Samsung and SK Hynix unveil $950 billion US chip supply partnerships As Claude disrupts stock market, Anthropic researcher warns 'world is in peril' Wolfe Research outlines eight risks that could spark stock declines in 2026
AI 시장 분석
Samsung Electronics and SK Hynix have signed memory semiconductor supply partnerships worth a total of $950 billion with major U.S. tech companies. This collaboration reflects the surging demand for High Bandwidth Memory and DRAM driven by AI data center expansions. Both companies are further solidifying their positions in the global semiconductor market by strengthening technological cooperation with the U.S.
상승 영향
- Semiconductors — The $950 billion supply contract with the U.S. visualizes earnings growth for Samsung Electronics and SK Hynix, with explosive demand expected for HBM.
- AI — Large-scale infrastructure collaboration with NVDA, Broadcom, and others expands the AI data center ecosystem, acting as a positive catalyst for the entire related value chain.
DYAX 전담 분석
The $950 billion supply deal secured by Samsung Electronics and SK Hynix marks a monumental milestone, ensuring long-term revenue visibility and cementing their dominance in the advanced memory sector. As hyperscalers and AI giants accelerate their infrastructure investments to meet soaring generative AI workloads, the demand for High Bandwidth Memory (HBM) and enterprise SSDs is experiencing structural growth. This strategic alignment with U.S. technology leaders not only mitigates geopolitical risks through deeper supply chain integration but also positions both South Korean chipmakers at the core of the global artificial intelligence hardware ecosystem. Consequently, upstream materials, equipment suppliers, and downstream server manufacturers are all poised to benefit from this cascading technological boom.
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