Samsung Electronics reportedly plans to supply its next-generation high-bandwidth memory (HBM4) chips to OpenAI for use in the ChatGPT maker’s first autonomous artificial intelligence processor. Last year, Samsung signed a letter of intent to supply memory chips to OpenAI’s data centers to meet growing demand for its Stargate project.
Here are some details:
Citing unnamed industry sources, the newspaper reported that Samsung plans to supply up to 800 million gigabit (Gb) of 12-layer HBM4 chips to OpenAI in the second half of this year.
The report also said that these HBM4 chips will be paired with OpenAI's first artificial intelligence processor, a custom chip developed in partnership with Broadcom AVGO.O and expected to be manufactured by TSMC starting in the third quarter, with the goal of launching it before the end of the year.
Last year, OpenAI partnered with Broadcom to produce its first homegrown artificial intelligence processor, the latest chip tie-up for the ChatGPT maker as it works to secure the computing power needed to meet surging demand for its services.
Samsung and AMD signed a memorandum of understanding on Wednesday to expand their strategic partnership in the supply of memory chips for artificial intelligence infrastructure. According to the memorandum, Samsung will become the main supplier of HBM4 chips for AMD's upcoming artificial intelligence GPUs.
Samsung Electronics declined to comment, and OpenAI was not immediately available for comment outside normal business hours.