Global Family Site

AJP Focus

news highlight
AI giants go straight to memory makers
AI giants go straight to memory makers SEOUL, September 23 (AJP) - The artificial intelligence boom is beginning to reshape not only how memory chips are used, but who buys them. OpenAI and Anthropic are expected to begin purchasing memory directly from manufacturers in 2027 as leading AI developers take greater control over the chips and data centers that power their models, according to an industry report. The shift could create a new class of direct customers for Samsung Electronics and SK hynix, which have traditionally supplie September 23, 2026