Samsung: AI deals, investors and valuation

€3 billion Series D (about $3.5 billion) at over €21 billion post-money (about $24 billion). Led by Samsung, co-led by Scaleup Europe Fund (EQT) and PSG; a16z, Nvidia, Salesforce Ventures, Advent and BlackRock participate.

Samsung signs a memorandum with Broadcom on memory, foundry and advanced packaging through 2030, estimated by Samsung at about $200 billion.

Korea's National Growth Fund is giving Samsung ₩2.5tn in low-rate financing for its Pyeongtaek Line 5 AI chip cluster.

Samsung is negotiating 3-5 year memory deals with Google and Microsoft; Microsoft's prepayment could exceed $10bn, deducted if purchases fall short.

According to industry sources, Samsung will be the only HBM4 supplier for Titan, OpenAI's first chip, designed with Broadcom and manufactured by TSMC.

Samsung and AMD signed an MoU making Samsung the primary HBM4 supplier for Instinct MI455X and DDR5 for Helios, and will explore a foundry deal.

At GTC Jensen Huang confirmed Samsung Foundry is making Nvidia's Groq 3 LPU on 4nm, shipping in H2 2026.

At APEC Nvidia announces 260,000 Blackwell GPUs for Korea; 50,000 go to Samsung for an AI semiconductor megafactory.

Letter of intent for DRAM/HBM supplies to Stargate: together with SK Hynix up to 900,000 DRAM wafers a month.

Samsung's largest foundry contract: AI6 chips made at the Taylor (Texas) plant. Musk: $16.5 billion is the minimum.

Samsung bought Germany's FläktGroup, a data-center air and liquid cooling specialist, from Triton — its biggest deal since 2017.

The US government finalizes $4.745 billion for Samsung's Taylor (Texas) plants, 26% less than the preliminary deal; it is the plant that will make Tesla's AI chips.