Samsung and SK Hynix vie for bigger role in US AI chip supply chain

Samsung and SK Hynix, which together dominate the global market for high-bandwidth memory chips, are competing intensely to strengthen their positions as key suppliers to major US artificial intelligence companies. High-bandwidth memory is a critical component in the advanced processors that power AI systems, making these South Korean firms essential links in the global AI supply chain.

Both companies are working to expand their relationships with Nvidia, OpenAI, and other American AI players who depend on cutting-edge memory technology to build and scale their systems. The competition between Samsung and SK Hynix reflects the broader race among chipmakers worldwide to capture value from the ongoing AI infrastructure buildout.