OpenAI's Stargate project to consume up to 40% of global DRAM output — inks deal with Samsung Electronics and SK hynix to the tune of up to 900,000 wafers per month 🤯 #Samsung and #SKhynix have inked preliminary agreements to supply #memory to OpenAI’s massive Stargate #datacenter initiative, reports Reuters. Instead of actual tested and packaged DRAM #chips or #HBM stacks, the companies will supply Stargate undiced #wafers, according to Bloomberg, which highlights the vast volumes of #memory and other components that Stargate needs. For now, it looks like Stargate could consume nearly half of global DRAM output. Both Samsung and SK Hynix confirmed that OpenAI's anticipated demand could grow to 900,000 DRAM wafers monthly, which is an incredible volume that may represent around 40% of total DRAM output. The deal likely includes various types of memory, including commodity #DDR5 and specialty #HBM memory for #AI #processors. What remains to be seen is which company will dice the wafers and build actual DRAM #chips, HBM stacks, and memory modules. To put the 900,000 #DRAM #wafers number into context: global 300mm fab capacity is projected to reach 10 million wafer starts per month (WSPM) in 2025, according to TechInsights. DRAM capacity — which includes both commodity DDR5 and LPDDR4/LPDDR5 as well as premium HBM, and specialty DRAM types — accounted for a 22% share (2.07 million WSPM) in 2024. Analysts predict that DRAM capacity could grow by 8.7% in 2025 to around 2.25 million WSPM, which means that Stargate plans to consume 40% of it. A big thank you again to Anton Shilov and Tom's Hardware for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/e77JbqE5 #semiconductorindustry #semiconductormanufacturing #technology #it #tech #chip #chips #innovation #geopolitics #semiconductors #server
The addition of 900k wafers per month to current output would indeed represent about 40% of global DRAM capacity. To put this into perspective, by 2030 this would amount to roughly half of Samsung’s output, and about one-third of the combined capacity of Samsung and SK Hynix. For reference, it would be equivalent to the entire capacity of Micron, as some have inquired about their position.
What happened to Micron?
Leonard Lee
3w
Marco Mezger, isn't it an MOU? I don't consider that a deal. We see MOUs go down in flames all the time. As always, my friend, thanks for keeping us up to date on things!
Patrick Khaw
3w
What about Micron ?
That is an unbelievable amount of wafers and yet it makes allot of sense! No wonder Sam was in Taiwan courting TSMC and Foxcon!!
People often miss the symbolic relationship between AI and the chips that make it possible
Utsav Shah
3w
It’s not just a supply chain event, it’s a signal that materials, fab coordination, and systems integration are entering an entirely new regime of complexity. Marco Mezger
Shantanu G.
3w
The memory demand explosion begins
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Lead CAD engineer, package design at Micron Technology
3wWhat about Micron Technology ...?? OpenAI why don't you include Micron Technology ...?