Bloomberg Tech South Korean Chipmakers to Supply OpenAI’s Stargate
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Oct 1, 2025 Samsung and SK Hynix are set to supply chips for OpenAI’s Stargate project, stirring reactions in the tech market. Dive into the tension between U.S. chip production goals and partnerships with Asian suppliers. Discover insights on private markets, including why companies are staying private longer and the challenges facing the semiconductor workforce in the U.S. Plus, check out the latest AI-powered devices from tech giants like Amazon and Google, reshaping smart homes and enhancing user experiences.
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Asian Chipmakers Win Stargate Deals
- Samsung and SK Hynix reached early agreements to supply chips and gear to OpenAI's Stargate project, shifting memory supply dynamics.
- Micron jumped while questions remain about where high-bandwidth memory will be produced and onshoring pressures.
Onshoring Uncertainty For Memory Production
- The Stargate deal may support pledged South Korean investment in the U.S. but pricing and production locations remain unclear.
- U.S. policymakers may pressure suppliers to onshore high-bandwidth memory manufacturing.
Immigration Rules Threaten Chip Talent Pipeline
- The chip industry warns proposed visa restrictions would worsen an existing talent gap estimated at 67,000 roles.
- Firms say shortening F1 stays and hiking H-1B fees risks driving talent to friendlier countries.