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SK Group Chairman Chey Tae-won hosted Sam Altman for lunch in Seoul, with discussion centred on 900,000 HBM wafers per month and cooperation on Stargate.
If SK Group supplies HBM at this scale for Stargate, it would be among the largest memory allocations tied to a single AI build-out, further tightening global HBM supply.
Trade pressSlicast · October 31, 2026 at 07:05 UTC · US · Source: BigGo Finance
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