This article first appeared on GuruFocus.
Samsung Electronics (SSNLF), the electronics and memory-chip powerhouse, deepened its OpenAI alliance with joint research into next-generation semiconductors, according to Reuters. The shares finished unchanged at 269,500 won Wednesday after reaching 275,000 won intraday. The flat close suggests investors want commercial substance before rewarding the latest AI headline.
The new research builds on the companies’ Stargate partnership, which envisioned Samsung and SK Hynix together supporting demand of up to 900,000 DRAM wafer starts per month. Samsung is also rolling out ChatGPT across research, marketing and sales, making it one of OpenAI’s largest corporate deployments. The relationship is broadening fast, but the crucial numberscontract value, production volumes and intellectual-property ownershipremain undisclosed.
The strategic prize is bigger than another memory order. Samsung’s semiconductor business produced 127.5 trillion won, or roughly 74.3%, of its record 171.5 trillion won in second-quarter revenue. Joint chip development could push Samsung deeper into higher-value design and manufacturing, but investors still need firm economics. The picture reinforces that tension: Samsung’s GF Score of 86/100 is powered by strong growth, profitability, financial strength and momentum, while its weak GF Value reading warns that valuation offers little room for disappointment.
https://finance.yahoo.com/technology/ai/articles/market-chatter-openai-samsung-deepen-115756181.html?shem=aimgspc,
