All 2 deals between OpenAI and Samsung: $0M in total since Oct 1, 2025, with dates, status and sources. Updated Nov 9, 2026.
According to industry sources, Samsung will be the only HBM4 supplier for Titan, OpenAI's first chip, designed with Broadcom and manufactured by TSMC.
Letter of intent for DRAM/HBM supplies to Stargate: together with SK Hynix up to 900,000 DRAM wafers a month.