OpenAI Locked Up 40% of Global RAM With No Obligation to Buy Any of It

In October 2025, OpenAI CEO Sam Altman flew to Seoul and signed letters of intent with Samsung Electronics and SK Hynix — the world’s two largest memory chipmakers — targeting 900,000 DRAM wafer starts per month. Analysts estimated that volume at roughly 40% of global supply. South Korean President Lee Jae-myung stood alongside the chipmakers […] The post OpenAI Locked Up 40% of Global RAM With No Obligation to Buy Any of It appeared first on the deep dive.