SK hynix and OpenAI hold direct HBM talks for custom silicon
The discussions in Seoul build on a framework to support up to 900,000 monthly wafer starts, as model developers bypass merchant…
Company watch
All companies →OpenAI
Every EAB briefing that touches OpenAI — capital spending, plants, M&A, earnings and policy exposure. 3 briefings.
- First seen
- September 11, 2026
- Latest
- November 3, 2026
- With a linked document
- 3 of 3
- Subject of the briefing
- 3
- Desks
- Semiconductors (2), Trade & Policy (1)
OpenAI abandons China chip curbs as Nvidia protects exports
The software developer dropped advocacy for strict hardware export controls in October disclosures while Nvidia spent a record…
OpenAI denies Samsung foundry deal for custom AI processors
A clarification follows Seoul executive remarks on joint chip work, keeping TSMC as primary fabricator while preserving Samsung…