Samsung to Supply HBM4 for AMD's MI450 in OpenAI Deal

Samsung is set to supply HBM4 memory for AMD's MI450 GPUs as part of a new multi-year agreement with OpenAI. This partnership marks a significant shift in the AI semiconductor landscape, traditionally dominated by NVIDIA and SK hynix.

The agreement will see AMD's next-generation AI accelerators powering OpenAI's infrastructure, with the first deployment of Instinct MI450 GPUs expected in the second half of 2026. Samsung's role as the main HBM4 supplier for these GPUs positions the company to challenge SK hynix's longstanding market leadership.

This collaboration is part of a broader strategy by AMD to promote an open-standard alternative, Ultra Accelerate Link (UALink), which aims to compete with NVIDIA's proprietary NVLink. The involvement of OpenAI in this initiative could accelerate the expansion of the UALink ecosystem, potentially reducing NVIDIA's technical exclusivity.

Additionally, Samsung's partnership with OpenAI extends beyond HBM4 supply, as the company is also expected to provide graphics DRAM, high-capacity SSDs, and LPDDR5X-PIM for OpenAI's Stargate project. This collaboration could significantly boost Samsung's position in the AI semiconductor market.