- ChatGPT developer OpenAI to launch in 2026
- AMD officially announces mass adoption of next-generation AI chips.
- Kuo Ming-chi: "Samsung will supply HBM4 for the MI450."
- NVIDIA and SK Hynix Alliance Face Challenges
A crack has appeared in NVIDIA's stronghold, which has dominated the artificial intelligence (AI) semiconductor market. OpenAI, the developer of ChatGPT, which ushered in the AI era, has decided to mass-produce AMD's next-generation AI accelerator, considered NVIDIA's only competitor. The core component of next-generation AI chips is HBM4 (6th generation high-bandwidth memory).Samsung Electronics (005930)As there are observations that Nvidia will supply it as a main supplier,SK Hynix (000660)The analysis is that the global AI semiconductor alliance, which had been solidified, is facing a huge tectonic shift.
According to foreign media outlets on the 8th, Ming-Chi Kuo, an Apple expert and analyst at TF International Securities (Tianfeng International Securities), analyzed that OpenAI will begin building a 1 gigawatt (GW) system based on AMD's next-generation AI chip MI450 in the second half of 2026. This is equivalent to about 50,000 sheets based on TSMC's advanced packaging for Chip-on-Wafer-on-Substrate (CoWoS), a key process for producing AI chips. Analyst Kuo predicted that AMD will have no trouble fulfilling OpenAI's order as it has already secured a CoWoS production capacity of 60,000 to 80,000 sheets in 2026.
This alliance between OpenAI and AMD is analyzed to be a strategic move by OpenAI to reduce its dependence on Nvidia. Currently, Nvidia enjoys a virtual monopoly with more than 80% of the AI chip market. Big tech companies developing AI services were forced to be tied to NVIDIA's pricing and supply schedules. Analysts suggest that OpenAI, a leading player in the AI market, is attempting to counter NVIDIA by directly siding with AMD, diversifying its supply chain and securing a stable AI infrastructure.
Samsung Electronics is clearly the biggest beneficiary. Analyst Ming-Chi Kuo identified Samsung Electronics as the primary supplier of HBM4, which will be installed in AMD's MI450. SK Hynix has dominated the HBM market, leveraging its strong partnership with Nvidia to develop HBM3 (4th generation) and HBM3E (5th generation). However, in the next-generation HBM4 market, which will determine AI chip performance, Samsung Electronics has secured a solid ally in AMD, providing a decisive opportunity to surpass SK Hynix. This is expected to be a signal for Samsung Electronics, which has boasted of a "memory super gap," to regain its pride.
엔비디아·SK ‘AI칩 독주’ 깨졌다…오픈AI, AMD·삼성과 새 판 짠다 [biz-플러스]
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