$SK $Micron Tech(MU.US) South Korea secures $950 billion AI semiconductor order, memory officially transforms into the "strategic oil of the AI era" 🔥

The core signal released by the San Francisco AI summit in the past two days is clear: AI giants are no longer just competing for GPUs, but are locking in capacity for HBM, DRAM, foundry services, and advanced packaging in advance.

The South Korean government announced that Samsung Electronics and SK Group have reached an AI semiconductor cooperation agreement with U.S. tech giants totaling approximately $950 billion.

SK Group's signing scale is about $750 billion, among which SK Hynix's cooperation with NVIDIA exceeds $500 billion, focusing on joint development of AI data centers and next-generation HBM.

SK Telecom will build a 2GW-level AI data center, adopting NVIDIA's Vera Rubin chips and SK Hynix's HBM4, expected to go online in 2027.

Samsung signed a memorandum of understanding with Broadcom, with a scale exceeding $200 billion, valid until 2030, covering HBM, foundry, processes below 2nm, and advanced packaging (note: MOUs are not locked purchase orders).

Chey Tae-won, Chairman of SK Group, revealed that the demand for memory from NVIDIA, Anthropic, OpenAI, and Broadcom all far exceeded previous expectations. Broadcom CEO Hock Tan even stated bluntly that Broadcom's memory demand may exceed market supply.

Anthropic CEO Dario Amodei confirmed that the company has signed supply agreements with Samsung Electronics and $SK Hynix; prior financing documents will also

$Micron Tech(MU.US)

list Samsung and SK Hynix as core infrastructure partners.

$Micron Tech(MU.US) previously disclosed that customers including NVIDIA have committed to approximately $22 billion to lock in memory supply through similar "take-or-pay" contracts—payment is required whether you buy or not.

Hyundai Motor Group Chairman Chung Eui-sun simultaneously proposed a Physical AI vision, partnering with Boston Dynamics and NVIDIA to create a robot reference platform.

In summary: Memory chips are completely transforming from cyclical commodities into strategic resources of the AI era.