Samsung-SK Hynix Cement $950B AI Chip Deal as Korea Unveils San Francisco AI Declaration
Highlights
- Samsung and SK Hynix cemented a combined $950B AI chip supply deal with U.S. big tech, the largest semiconductor commitment in history.
- SK Hynix will supply $750B in HBM chips with NVIDIA as anchor partner, while Samsung signed a $200B MoU with Broadcom for foundry and AI packaging.
- Announced July 25, 2026 alongside Korea's San Francisco AI Declaration, with the CEOs of NVIDIA, OpenAI, Anthropic, and Broadcom in attendance.
South Korea has just cemented a Samsung-SK Hynix AI chip deal worth a combined $950 billion with U.S. big tech, the largest semiconductor supply commitment in history.
The announcement dropped on July 25, 2026, as South Korean President Lee Jae-myung unveiled the San Francisco AI Declaration at a summit attended by the CEOs of NVIDIA, OpenAI, Anthropic, and Broadcom.
$950B Split: SK Hynix Powers NVIDIA, Samsung Locks In Broadcom
The Samsung SK Hynix AI chip deal breaks into two major pillars. SK Hynix will supply $750 billion worth of high-bandwidth memory (HBM) chips to U.S. companies over the long term, with NVIDIA as the anchor partner.
Samsung Electronics, meanwhile, signed a $200 billion memorandum of understanding with Broadcom covering advanced memory, sub-2nm foundry services, and AI accelerator packaging.
NVIDIA and SK Group separately announced a partnership exceeding $500 billion, targeting next-generation HBM co-development and large-scale AI data centers.
SK Telecom plans to build a 2-gigawatt AI factory powered by NVIDIA Vera Rubin processors and SK Hynix HBM4 chips. Phase 1 is expected to go live in 2027.
AI tokens have historically reacted to NVIDIA supply milestones. AI Coins Jumped Despite NVIDIA Stock drop, and this $950B supply lock-in could reignite that dynamic as infrastructure confidence grows.
President Lee personally urged Anthropic CEO Dario Amodei to scale Korea as Anthropic’s Asian AI hub. OpenAI also deepened Stargate-related memory ties with both Samsung and SK.
Naver separately announced a $10 billion global AI factory push with NVIDIA and Brookfield.
Why This Deal Reshapes the AI Supply Chain, and What Investors Must Know
Samsung and SK Hynix together dominate global DRAM and HBM output. This Samsung-SK Hynix AI chip deal locks both chipmakers in as indispensable
chokepoints in the AI value chain for the next five years, a position no rival can quickly replicate.
An estimated 80 to 90 percent of Korea’s semiconductor expansion plans are driven by U.S. demand.
The agreements directly address the global shortage of advanced memory needed to power AI training and inference, with demand from hyperscalers far outstripping supply.
The market spillover is already established. When NVIDIA surpassed Apple as the world’s largest company, AI-linked tokens rallied sharply.
A repeat move is possible as this deal cements multi-year supply security for the NVIDIA ecosystem.
This Samsung-SK Hynix AI chip deal also intensifies competition among NVIDIA, Broadcom, OpenAI, and Anthropic for scarce HBM capacity.
Memory demand is projected to stay elevated through at least 2030, supporting strong pricing power and expansion upside for Korea’s two chip giants.
South Korea’s government called the country an “irreplaceable, trustworthy production base” for AI semiconductors.
This follows over $576 billion in state-backed projects announced in June 2026 for semiconductor clusters, physical AI, and data centers.
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