Group 1 - Samsung Electronics and SK Hynix's stock prices surged after announcing a partnership with OpenAI to supply chips for the "Stargate" project, with Samsung's stock rising over 4% and SK Hynix's stock increasing over 9% [1] - The KOSPI index rose over 3%, reaching a historical high, reflecting positive market sentiment towards the semiconductor sector [1] - OpenAI stated that the collaboration will focus on increasing the supply of advanced storage chips necessary for next-generation artificial intelligence and expanding data center capacity in South Korea [1] Group 2 - SK Hynix has been a major chip supplier for AI giant Nvidia, while Samsung is working to get its HBM4 chips certified by Nvidia, indicating competitive dynamics in the high-bandwidth memory market [2] - Traditionally, Samsung has been a leader in the storage market, but its position is threatened by SK Hynix, which has gained a leading position in the HBM sector [2] - A report from Counterpoint Research indicated that SK Hynix's storage revenue in Q2 has caught up with Samsung, with both companies competing for the top position in the global storage market [2]