Samsung headquarters in Mountain View, California, on October 28, 2018.
Smith Collection/Gado | Archive photos | Getty pictures
The shares of the South Korean chip heavyweights Samsung Electronics and SK Hynix climbed on Thursday, one day after the two companies as part of the Stargate initiative of the US company with artificial intelligence Major Openaai.
The Samsung shares have reached their highest since January 2021 and close 3.5% higher, while the SK Hynix share increased by almost 10% to the level that had not been observed since 2000.
In an explanation, Openaai said that this partnership will “focus on increasing the offer of advanced memory chips, which is essential for the AI ​​of the next generation and the expansion of the capacity of the data center in Korea”.
The Chatgpt manufacturer said that the two South Korean companies plan to scale the production of progressive memory chips that are of crucial importance for the power supply of its AI models.
The announcement was made when the Openai CEO Sam Altman met South Korean President Lee Jae Myung in Seoul and the top leaders from Samsung and SK Hynix.
Openai has also signed a number of agreements to investigate the development of the next generation of the next generation in South Korea, including the Korean Ministry for Science and ICT, telecommunications operator SK Telecom and with Samsung subsidiaries.
At the beginning of this month, SK Hynix announced that it was ready to produce its next generation memory chips in the next generation and to consolidate its leading position in the AI ​​value chain. HBM is a kind of memory used in chipsets for computer artists intelligence computing, including chips from Giant Nvidia-Einem SK Hynix.
It is expected that HBM4 chips are the main AI memory chip, which is required for the next generation of NVIDIA's ruby ​​architecture-a more powerful AI chip for global data centers.
SK Hynix was a main chip supplier from Nvidia, while the rival Samsung reports reported by Nvidia.
Samsung traditionally was the market leader in memory, but his position was threatened by SK Hynix, who took a lead in the HBM room. A report by Contrapoint Research in July showed that SK Hynix caught up with Samsung's memory revenue in the second quarter. Both now competed for the top position on the global memory market.
Samsung's profit in the second quarter missed expectations because the profit from his chip business decreased by almost 94% compared to the year, although his Chief Financial Officer Soon Cheeol Park said that the company was expecting a back bum in the second half of the year.
– Dylan Butts from CNBC contributed to this report.