OpenAI Chooses Samsung as Sole HBM4 Supplier for In-House "Titan" AI Chip

Samsung has secured an exclusive agreement to supply HBM4 memory for OpenAI's first internally designed AI accelerator, codenamed "Titan." The chip, being built on TSMC's N3 process node, is expected to enter production by end of 2026 and is aimed at dramatically reducing OpenAI's dependence on NVIDIA's GPU ecosystem for inference workloads. Samsung's selection as the sole HBM4 provider is a significant win for its memory division, which has faced stiff competition from SK hynix in the AI memory market. Titan represents OpenAI's broader push — alongside similar efforts at Google (TPUs), Amazon (Trainium), and Microsoft (Maia) — to develop proprietary silicon optimized for large language model inference. The deal comes alongside separate Samsung HBM4 supply agreements with AMD for its MI455X accelerators, further cementing Samsung's position in the AI memory supply chain despite SK hynix's overall market-share lead.