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CALIFORNIA, USA (IT-Times) - Samsung Electronics, SK hynix and OpenAI announce new strategic partnerships as part of OpenAI's Stargate initiative.

The goal of the strategic collaboration is to expand the infrastructure critical to AI development globally and in South Korea.

The announcement was made during a meeting between OpenAI CEO Sam Altman and South Korean President Lee Jae Myung in Seoul, as well as top executives from Samsung and SK hynix.

The partnerships will focus on increasing the supply of advanced memory chips needed for next-generation AI and expanding data center capacity in Korea.

This positions Samsung and SK hynix as key players in the global AI infrastructure and supports Korea's ambition to become one of the top three AI nations in the world, a statement said.

Under the agreement, Samsung Electronics and SK hynix plan to increase production of advanced memory chips, according to a statement issued on October 1, 2025.

The goal is to produce 900,000 DRAM wafer starts per month with accelerated capacity expansion, which is critical to delivering OpenAI's advanced AI models.

OpenAI also signed a series of agreements today to explore the development of next-generation AI data centers in Korea.

These include a Memorandum of Understanding (MoU) with the Korean Ministry of Science and ICT (MSIT), specifically to explore opportunities to build AI data centers outside of the Seoul metropolitan area.

The agreements signed today also include a separate partnership with SK Telecom to explore the construction of an AI data center in Korea and an agreement with Samsung C&T, Samsung Heavy Industries and Samsung SDS to explore opportunities for additional data center capacity in the country.

Samsung Electronics and SK hynix will also deploy ChatGPT Enterprise and API capabilities across their organizations to improve workflows and support new forms of innovation.

https://www.it-times.de/news/die-ki-chip-superallianz-samsung-sk-hynix-und-openai-bauen-die-globale-ki-infrastruktur-174002/

Huawei's top AI chip reportedly uses components from TSMC, Samsung and SK Hynix

http://www.aastocks.com/en/stocks/news/aafn-con/NOW.1474641/

From January to July, CATL $3750 (+2.68%) and BYD $1211 (-0.58%) continued to dominate the global market for electric vehicle (EV) batteries, together holding more than half of the market share.

According to South Korean market research company SNE Research on September 2, a total of 590.7 GWh of batteries for electric vehicles were installed worldwide from January to July, an increase of 35.3% compared to 436.7 GWh in the same period last year.

》CATL's EV battery installations reached 221.4 GWh from January to July, an increase of 34.0% compared to 165.2 GWh in the same period last year.

The Chinese battery giant maintained its global leadership position with a market share of 37.5% in this period and remained the only supplier to achieve a global market share of over 30%.

》BYD's EV battery installations reached 105.0 GWh in January-July, an increase of 52.4% compared to 68.9 GWh in the same period last year.

The company ranked second with a 17.8% share in January-July, up from 15.8% in January-July 2024 and unchanged from January-June 2025.

》The battery installations of LG Energy Solution $373220 reached 56.1 GWh in the January-July period, an increase of 9.0% compared to the previous year.

The South Korean company maintained its third place with a market share of 9.5% from January to July, down from 11.8% in the same period last year, but up from 9.4% in the first half of 2025.

》The Chinese company CALB $3931 took fourth place with a share of 4.4%, the South Korean company SK On came fifth with 4.2% and the Japanese company Panasonic $6752 (+1.71%) in sixth place with 3.6 percent.

》The Chinese company Gotion High-tech $002074the South Korean company Samsung SDI $006400 the Chinese company Eve Energy $CNFDSHIX6285 and Svolt Energy took seventh, eighth, ninth and tenth place with market shares of 3.6%, 3.0%, 2.9% and 2.6% respectively in the period from January to July.

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