Samsung to Supply HBM4 Chips for OpenAI's Custom Processor Project
By Reuters | 19 Mar, 2026

OpenAI's Stargate project to develop a custom AI chip later this year with Broadcom will use Samsung's high-bandwidth memory chips to optimize processing speed.

Samsung Electronics plans to supply its next-generation high-bandwidth memory (HBM4) chips to OpenAI for use in the ChatGPT maker's first in-house artificial intelligence processor, the Korean Economic Daily said on Thursday. 

Last year, Samsung signed a letter of intent to supply memory chips for OpenAI's data center to meet rising demand from its Stargate project. 

Here are some details:

Samsung plans to supply up to 800 million gigabits (Gb) of12-layer HBM4 chips to OpenAI in the second half of this year, the newspaper reported, citing unnamed industry sources.

The HBM4 chips will be paired with OpenAI's first AI processor, a custom chip developed in collaboration with Broadcom, and expected to be manufactured by Taiwan Semiconductor Manufacturing Co (TSMC) starting in the third quarter, with a launch targeted by year-end, the report added.

Last year, OpenAI partnered with Broadcom to produce itsfirst in-house artificial intelligence processors, the latestchip tie-up for the ChatGPT maker as it races to secure the computing power needed to meet surging demand for its services.

Samsung and Advanced Micro Devices on Wednesday signed a memorandum of understanding to expand their strategic partnership on memory chip supplies for AI infrastructure, under which Samsung will serve as a key supplier of HBM4 chips for AMD's upcoming AI GPUs.

Samsung Electronics declined to comment and OpenAI was notimmediately available for comment outside regular businesshours.

(Reporting by Heekyong Yang, Editing by Louise Heavens)