Samsung, SK Hynix Sign $950B Long-Term AI Chip Supply Deals With Broadcom, NVIDIA, Microsoft

SKHY-9.09%
SKHYV-0.98%
NVDA-4.73%
Samsung Electronics and SK Hynix have signed long-term supply agreements totaling $950 billion with major U.S. technology companies for AI semiconductors and infrastructure. Samsung secured a $200 billion contract with Broadcom through 2030, covering 2-nanometer foundry production and advanced packaging, while SK Hynix secured $750 billion in agreements with NVIDIA and Microsoft for memory supply to AI servers. The contracts represent a shift from the traditional one-year supply model to multi-year commitments, positioning both South Korean chipmakers as core partners in the global AI semiconductor supply chain.
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