Stargate Memory Intentions: DRAM Wafer-Start Target

Samsung, SK hynix and OpenAI described preliminary memory intentions and planned wafer-start capacity. The sources did not disclose finalized orders or achieved capacity.

Preliminary intentions, with the unit stated correctly

OpenAI announced that Samsung Electronics and SK hynix planned to scale memory production toward 900,000 DRAM wafer starts per month. SK’s announcement described a memory-supply letter of intent and a data-center memorandum of understanding. Wafer starts are a manufacturing-capacity measure, not a count of completed high-bandwidth-memory chips. [1][2]

The published scope does not establish completed supply

The sources described plans and opportunities to explore or assess additional Korean data-center capacity. They did not disclose finalized purchase commitments, prove achievement of the projected capacity or establish completed facilities. The documents’ unpublished contractual terms also do not justify a blanket conclusion about the legal effect of every clause. [1][2]

Sources

  1. Samsung and SK join OpenAI’s Stargate initiative to advance global AI infrastructure

    OpenAI · Oct 1, 2025

  2. SK Group Partners with OpenAI to Advance Global AI Infrastructure

    SK · Oct 1, 2025