Samsung’s Lee, OpenAI’s Altman to Meet at San Francisco HQ on HBM, Foundry Cooperation
Summary
- Samsung Chairman Jay Y. Lee and OpenAI CEO Sam Altman are set to discuss cooperation on HBM, DRAM and advanced foundry services at OpenAI headquarters.
- The talks are expected to focus on linking Samsung Electronics’ memory chip and foundry capabilities with OpenAI’s large-scale AI infrastructure project.
- Details on chip supply volumes, the size of any investment, and the contract timeline were not disclosed, and Samsung will roll out ChatGPT and the AI coding tool Codex to all employees.
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Samsung Electronics Chairman Jay Y. Lee is seen at the company’s Seocho office in October 2025, shaking hands with OpenAI Chief Executive Officer Sam Altman during a signing ceremony for a letter of intent on cooperation to build core global AI infrastructure.
Lee and Altman are set to meet at OpenAI’s headquarters in San Francisco.
OpenAI said Lee and Altman will hold a meeting on July 25 in San Francisco with key executives from both companies.
The talks are expected to cover cooperation in AI infrastructure, including high-bandwidth memory, or HBM, DRAM and advanced foundry services. The companies are also expected to discuss ways to link Samsung’s memory-chip and foundry capabilities with OpenAI’s large-scale AI infrastructure project.
Specific chip supply volumes, investment amounts and contract timing have not been disclosed.
The meeting is also expected to include talks on applying generative AI across Samsung’s operations as part of a broader AI transformation. Samsung has decided to roll out ChatGPT and the AI coding tool Codex to all employees.
Kim Su-young, Hankyung.com reporter swimmingk@hankyung.com
Korea Economic Daily
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