Lee Jae-yong, the chairman of Samsung Electronics, met with Sam Altman, CEO of OpenAI, at the company's headquarters in San Francisco, California. The two leaders are tightening their collaboration to build a next-generation AI semiconductor supply chain.
According to industry sources on July 26, Lee visited OpenAI's headquarters on July 25 (local time) for a high-level meeting with Altman. This meeting followed the postponement of Altman's planned visit to South Korea in June, prompting Lee to travel to the U.S. for the discussion.
The two sides reportedly focused on expanding the supply of high-bandwidth memory (HBM) and advanced DRAM, which are crucial for operating large-scale AI models. There was significant exchange of ideas regarding stable supply measures for semiconductors, including long-term supply agreements (LTA), which had been discussed since Altman's proposed visit to South Korea. They also explored collaboration on manufacturing next-generation AI chips using foundry processes.
Samsung Electronics is currently implementing a full-scale introduction of ChatGPT and the AI coding tool Codex across all its employees. There are indications that potential collaboration with OpenAI was also considered during Samsung's AI transformation (AX) process.
Since establishing a strategic partnership last October, Samsung Electronics and OpenAI have continued to collaborate on expanding advanced memory supply and building next-generation AI infrastructure. Industry experts anticipate that this meeting in the U.S. will further broaden the scope of technological and supply chain cooperation between the two companies.
* This article has been translated by AI.
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