Core Insights - OpenAI has engaged in significant collaborations with South Korean companies Samsung and SK Group to enhance AI infrastructure, focusing on semiconductor supply and data center development [2][4][5]. Group 1: Collaboration Details - OpenAI's recent visit to Samsung's Pyeongtaek factory included discussions on future data center collaborations and an examination of Samsung's semiconductor innovations, particularly in AI-related products [2]. - A memorandum of understanding was signed between Samsung and OpenAI, covering the supply of high-performance, low-power memory chips for the "Star Gate" project, which aims to meet OpenAI's substantial demand for DRAM storage chips [4]. - SK Group has also entered into agreements with OpenAI for memory chip supply and the establishment of AI data centers in South Korea, with SK Hynix being a key partner for high bandwidth memory [4][5]. Group 2: Future Plans - OpenAI plans to order 900,000 semiconductor chips by 2029 and aims to establish joint ventures with Samsung and SK Hynix to build two data centers in South Korea, with an initial capacity of 20 megawatts [5].

Core Viewpoint - Korean chip stocks have surged, with SK Hynix and Samsung Electronics reaching historical highs, driven by strong demand in the AI sector and significant developments in their supply chains [2][4][5]. Group 1: Market Performance - On October 10, Korean chip stocks collectively rose, with SK Hynix increasing over 11% and Samsung Electronics over 6%, contributing to the KOSPI index surpassing 3600 points, a new historical high [2][4]. - The KOSPI index reached 3617.86 points during the trading session, marking a nearly 2% increase [4]. Group 2: Supply Chain Developments - Samsung Electronics' fifth-generation high-bandwidth memory (HBM3E) has been confirmed for use in NVIDIA's AI accelerator GB300, marking a significant entry into the AI chip supply chain [3][4]. - This development is expected to reshape the global HBM market, as Samsung has resolved previous pricing issues and is poised to benefit from a "super cycle" in the traditional DRAM and NAND chip markets due to supply shortages [3][4]. Group 3: Strategic Partnerships - Samsung's return to NVIDIA's supply chain comes after a 19-month hiatus, with NVIDIA's CEO confirming the use of Samsung's HBM3E technology in their latest products [5]. - Samsung has expressed intentions to purchase 50,000 NVIDIA GPUs, which are anticipated to support its AI transformation plans and related business expansions [6]. Group 4: Collaborations with OpenAI - OpenAI's core research personnel visited Samsung's factory, indicating a deepening collaboration in AI infrastructure development [7]. - Samsung Group signed a cooperation agreement with OpenAI for global AI core infrastructure, involving multiple subsidiaries to meet OpenAI's high-performance memory needs [8][9]. - OpenAI is seeking to order 900,000 semiconductor chips by 2029 and plans to establish joint ventures with Samsung and SK Hynix for data center construction in South Korea [9]. Group 5: Semiconductor Export Growth - South Korea's semiconductor exports have seen a significant increase, with a year-on-year growth of 26.9% reported in August, contributing to a record surplus in the current account [9].