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OpenAI and AMD Team Up, Opening a 20 Trillion Won Opportunity for Samsung Electronics
AI 3-line summary
- Analysts say Samsung Electronics stands to benefit from supplying HBM4 as OpenAI plans to build data centers using AMD's AI chips.
- According to the industry, if the 6GW project is completed, Samsung Electronics' potential revenue is expected to reach up to 20 trillion won, with supply value estimated at 3 to 4 trillion won per 1GW.
- Samsung Electronics plans to begin full-scale HBM4 mass production within this year, and its Texas plant in the United States has been mentioned as a possible production base for AMD, but all of this remains at the industry forecast stage.
Summary written by AI from the original article · 88 languages
Read the full article (machine translation) → Original article (Korean): 오픈AI·AMD 손잡자, 삼성전자에 20조 원 기회 열렸다
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