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A formalized US partnership with Nvidia and others could unlock multi-year memory-supply orders, improving visibility, margins, and capex visibility for Samsung and SK Hynix; however, lack of terms and timing introduces execution risk, keeping upside contingent on deal closure.
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Samsung Electronics and SK Hynix are pursuing memory-chip supply partnerships with US tech firms, including Nvidia, with a combined value around $950 billion. The talks signal a strategic shift to secure AI-ready memory for data centers, potentially strengthening pricing power and extending capex cycles for the Korean memory sector. The key catalyst is the potential formalization of agreements with government backing.
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