Core Insights - OpenAI has established a strategic partnership with Samsung Electronics and SK Hynix to supply advanced memory chips for the "Star Gate" project [1][2] - The partnership is expected to significantly increase capital expenditures for Korean memory chip manufacturers due to OpenAI's demand for 900,000 DRAM wafers per month [1][3] - This unprecedented demand represents approximately 57% of the current combined production capacity of Samsung, SK Hynix, and Micron [3] Group 1: Partnership Details - The agreement was signed during Sam Altman's visit to South Korea and aims to integrate Samsung and SK Hynix into the data center construction plan alongside giants like Nvidia and Oracle [1] - OpenAI's projected monthly demand of 900,000 DRAM wafers is equivalent to 103%-114% of the combined revenue of the three major DRAM suppliers by 2025 [1] Group 2: Industry Impact - The collaboration is expected to reshape the memory chip market landscape, as Samsung and SK Hynix will need to allocate more resources to DRAM, limiting their investments in NAND flash memory [4] - Other NAND manufacturers may benefit indirectly from this resource reallocation, as the demand for eSSD remains strong despite reduced investment from the two Korean firms [4] Group 3: Financial Projections - If all wafers are produced under HBM specifications, the annual revenue could reach $145 billion, while under server DRAM specifications, it could reach $131 billion [3] - To meet OpenAI's demand, Samsung and SK Hynix will need to significantly expand their production capacity, leading to a notable increase in capital expenditures in the coming years [3] Group 4: Related Suppliers - Other suppliers such as Samsung Electro-Mechanics and Hanwha Chemical are expected to benefit from this partnership, as they provide components and materials for AI servers [5]