SK Hynix and Samsung sign $950B chip supply deals with US tech giants

SK Hynix and Samsung sign $950B chip supply deals with US tech giants South Korea's two semiconductor heavyweights are locking in massive long-term memory chip agreements with Nvidia and Broadcom, underscoring AI's insatiable appetite for advanced hardware. Share Add us on Google by Editorial Team Jul. 25, 2026 South Korea just made a $950 billion bet that the AI boom isn’t slowing down anytime soon.

SK Hynix and Samsung Electronics have signed long-term memory chip supply partnerships with major US technology companies, combining for what may be the largest semiconductor supply commitment in history. SK Hynix is set to supply $750 billion worth of chips, primarily to Nvidia. Samsung Electronics will contribute $200 billion in chip supply to Broadcom.

What’s actually being sold here The deals center on high-bandwidth memory, or HBM, the specialized chips that sit inside the AI accelerators powering data centers around the world. SK Hynix has been Nvidia’s largest memory supplier, a relationship that has turned the Korean chipmaker into one of the biggest beneficiaries of the AI infrastructure buildout. This new agreement essentially extends and dramatically scales that existing partnership.

Advertisement Samsung’s $200 billion deal with Broadcom represents a different but equally telling dynamic. Broadcom has been aggressively expanding its custom chip business for hyperscale cloud customers, and locking in a dedicated memory supply line signals confidence in sustained demand from that segment. The announcements are timed to coincide with South Korean President Lee Jae Myung’s visit to Silicon Valley, where discussions with leaders from Nvidia, OpenAI, and other tech firms are planned.

Why South Korea, why now An estimated 80-90% of Korea’s semiconductor expansion plans are being driven by US demand. American tech companies need Korean memory chips to build AI systems. Korean chipmakers need American customers to justify the billions they’re pouring into new fabrication capacity.

SK Hynix has been investing heavily in expanding its HBM production lines. Samsung, meanwhile, has been playing catch-up in the HBM market after initially falling behind on yield rates for its latest-generation products. This Broadcom deal suggests Samsung is finding its footing with alternative customers even as it works to close the gap with SK Hynix on the technical front.

What this means for investors For anyone with exposure to the semiconductor or AI sectors, the scale of these agreements sends a clear signal about where capital is flowing. Nearly a trillion dollars in committed chip purchases doesn’t happen unless the buyers, Nvidia and Broadcom, expect sustained and growing demand for AI infrastructure over a multi-year horizon. Broadcom’s $200 billion commitment tells a parallel story.

The company has been building a substantial business designing custom AI chips for major cloud providers, including Google and Meta. For the Korean chipmakers themselves, these deals provide revenue visibility that few companies in any industry can match. SK Hynix and Samsung will be able to plan capital expenditures, hire engineers, and build factories with far greater confidence when they have committed buyers on the other end.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy. TECHNOLOGY SK Hynix and Samsung sign $950B chip supply deals with US tech giants South Korea's two semiconductor heavyweights are locking in massive long-term memory chip agreements with Nvidia and Broadcom, underscoring AI's insatiable appetite for advanced hardware.

by Editorial Team Jul. 25, 2026 Share Add us on Google South Korea just made a $950 billion bet that the AI boom isn’t slowing down anytime soon. SK Hynix and Samsung Electronics have signed long-term memory chip supply partnerships with major US technology companies, combining for what may be the largest semiconductor supply commitment in history.

SK Hynix is set to supply $750 billion worth of chips, primarily to Nvidia. Samsung Electronics will contribute $200 billion in chip supply to Broadcom. What’s actually being sold here The deals center on high-bandwidth memory, or HBM, the specialized chips that sit inside the AI accelerators powering data centers around the world.

SK Hynix has been Nvidia’s largest memory supplier, a relationship that has turned the Korean chipmaker into one of the biggest beneficiaries of the AI infrastructure buildout. This new agreement essentially extends and dramatically scales that existing partnership. Advertisement Samsung’s $200 billion deal with Broadcom represents a different but equally telling dynamic.

Broadcom has been aggressively expanding its custom chip business for hyperscale cloud customers, and locking in a dedicated memory supply line signals confidence in sustained demand from that segment. The announcements are timed to coincide with South Korean President Lee Jae