Claim · 2025-10-01 · signature · Stated in source · Supported

SK Group announced on 1 October 2025 that SK hynix had signed a letter of intent with OpenAI to supply High Bandwidth Memory for Stargate data centres and would establish a production system able to meet OpenAI’s HBM demand of up to 900,000 DRAM wafers per month.

One recorded claim. The claim panel gives its qualification, the source passages with their place in each source, and how it was checked.

What it connects

OpenAI → has a supply agreement with → SK hynix

Where it appears

No collection page holds this claim. It is listed with its records in the explorer.

Claim and evidence

OpenAIhas a supply agreement with ↓SK hynix

Machine-checked, not reviewed by an editorStated in sourceSupported

Supporting evidence: primary · 1 source

Date: 2025-10-01 · signature
Stage: letter_of_intent

Scope and limitsA letter of intent; SK’s statement of a production system to be established is a plan, not capacity in place, and no supply volume, price or delivery is shown. SK’s further statement that this demand is "more than double the current HBM industry capacity" is SK’s comparison and is not checked here. The SK Telecom MOU on a Korean data centre belongs to the data-centre strand.

The evidence 02

primary sourceSupports the claim

SK Group Partners with OpenAI to Advance Global AI Infrastructure

SK Group (SK Inc. English newsroom) · 2025-10-01

Cite the original source

Cite the original document, not Selekoa. Check these details against it.

Source excerpt

“SK hynix signed a Letter of Intent (LOI) with OpenAI to supply High Bandwidth Memory (HBM), for the construction of global AI data centers under the Stargate project.”

Location in source body, paragraph 2

How it was read Retrieved directly from the publisher

Machine-checked · 2026-10-30

Source details and check notes

Authors: SK Group (SK Inc. English newsroom)
Version: Retrieved for the candidate pack on 2026-10-28 (SHA-256 ce8ca8c2e492c4619f373da358c7191cd3f0dfe3b1b228e832891e2990bdcf66). SK Group English newsroom page as served on 2026-10-28; dateline Seoul, October 1, 2025. SK hynix's own newsroom (news.skhynix.com) was not tried; the SK Group release speaks for SK hynix and SK Telecom. OpenAI's own post on the same announcement could not be retrieved (openai.com refuses direct retrieval from this environment); the cross-family checker should open it or its capture. Retrieved again at admission on 2026-10-30 (SHA-256 8b4cf50a147adca4245785c70d2c0bb6b3200ee2b4932f3b901a6f2c0b07c47c). Its wording can change; earlier wording is not authenticated.
Canonical address: Open the canonical source ↗
Accessed: 2026-10-28
Language: English (en)
Attribution: SK Group (SK Inc. English newsroom), “SK Group Partners with OpenAI to Advance Global AI Infrastructure”, 2025-10-01.
Reuse: No open redistribution licence asserted. Bibliographic metadata, editorial paraphrases and short attributed quotations (at most 50 words each). Recheck terms before wider redistribution.
Check notes: Candidate pack passage, compute, power and orbit (research/compute-power-orbit). The quotation (28 words) matched the text retrieved for the candidate pack on 2026-10-28 and again at admission on 2026-10-30, in a fresh retrieval (SHA-256 8b4cf50a147adca4245785c70d2c0bb6b3200ee2b4932f3b901a6f2c0b07c47c; the bytes differ from the pack’s retrieval). Matching ignored differences of whitespace, case, quotation marks, dashes and Unicode compatibility forms, so the source’s typography can differ. A cross-family machine check (2026-10-29/30, item 68) answered the record’s question blind from fresh retrievals and agreed with the record. No human editorial review.

primary sourceSupports the claim

SK Group Partners with OpenAI to Advance Global AI Infrastructure

SK Group (SK Inc. English newsroom) · 2025-10-01

Cite the original source

Cite the original document, not Selekoa. Check these details against it.

Source excerpt

“SK hynix will establish a production system capable of promptly meeting OpenAI’s HBM demand for up to 900,000 DRAM wafers per month. It is more than double the current HBM industry capacity”

Location in source body, paragraph 2

How it was read Retrieved directly from the publisher

Machine-checked · 2026-10-30

Source details and check notes

Authors: SK Group (SK Inc. English newsroom)
Version: Retrieved for the candidate pack on 2026-10-28 (SHA-256 ce8ca8c2e492c4619f373da358c7191cd3f0dfe3b1b228e832891e2990bdcf66). SK Group English newsroom page as served on 2026-10-28; dateline Seoul, October 1, 2025. SK hynix's own newsroom (news.skhynix.com) was not tried; the SK Group release speaks for SK hynix and SK Telecom. OpenAI's own post on the same announcement could not be retrieved (openai.com refuses direct retrieval from this environment); the cross-family checker should open it or its capture. Retrieved again at admission on 2026-10-30 (SHA-256 8b4cf50a147adca4245785c70d2c0bb6b3200ee2b4932f3b901a6f2c0b07c47c). Its wording can change; earlier wording is not authenticated.
Canonical address: Open the canonical source ↗
Accessed: 2026-10-28
Language: English (en)
Attribution: SK Group (SK Inc. English newsroom), “SK Group Partners with OpenAI to Advance Global AI Infrastructure”, 2025-10-01.
Reuse: No open redistribution licence asserted. Bibliographic metadata, editorial paraphrases and short attributed quotations (at most 50 words each). Recheck terms before wider redistribution.
Check notes: Candidate pack passage, compute, power and orbit (research/compute-power-orbit). The quotation (32 words) matched the text retrieved for the candidate pack on 2026-10-28 and again at admission on 2026-10-30, in a fresh retrieval (SHA-256 8b4cf50a147adca4245785c70d2c0bb6b3200ee2b4932f3b901a6f2c0b07c47c; the bytes differ from the pack’s retrieval). Matching ignored differences of whitespace, case, quotation marks, dashes and Unicode compatibility forms, so the source’s typography can differ. A cross-family machine check (2026-10-29/30, item 68) answered the record’s question blind from fresh retrievals and agreed with the record. No human editorial review.

Status and meaning

Editorial status. Not reviewed by an editor. An exploratory record that no editor has accepted. This status does not say whether a person has read any linked passage. Each evidence record above shows how it was checked.

Relation. A stated agreement to supply chips, memory, systems or manufacturing, at the stage the parties state, with the product and quantity as worded. It is not delivery or payment.

Date. The release says the LOI was signed at the 1 October 2025 meeting in Seoul.

Record ID cpo-ch-skhynix-openai-loi