Samsung and SK Hynix are set to announce massive U.S. memory chip supply deals in San Francisco, fueled by South Korean President Lee Jae Myung’s high-profile visit. The agreements, backed by strategic AI investments and partnerships with Nvidia, OpenAI, and Anthropic, could unlock hundreds of billions in new AI data center capacity — with U.S. firms driving 80-90% of the demand. This marks a major leap forward in reshoring chip production, building on recent $520B fab commitments and accelerating the global race to power next-gen AI infrastructure.
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