OpenAI's Stargate to consume up to 40% of global DRAM output via Samsung/SK hynix deal
TheZachMueller · x · 2026-11-05
Per Tom's Hardware, OpenAI's Stargate project has inked deals with Samsung and SK hynix for up to 900,000 wafers per month — consuming as much as 40% of global DRAM output and putting further pressure on memory supply and pricing.
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