Samsung Electronics has been chosen as the exclusive HBM4 memory supplier for OpenAI's first-generation Titan AI chip, agreeing to supply up to 800 million Gb of 12-layer HBM4 in the second half of 2026.

Analysts warn the global smartphone market is on track for its sharpest decline on record in 2026, as AI-driven data center demand for HBM memory chips squeezes supply for consumer devices made by Samsung, Apple, and Google.

ByteDance is developing custom AI inference chips with Samsung manufacturing up to 350,000 units, expecting sample chips by March 2026 in China's AI chip push.