Samsung and Broadcom outline up to $200 billion AI memory chip collaboration through 2030

Samsung and Broadcom have reached a memorandum of understanding that envisions a large-scale AI memory chip collaboration valued at up to $200 billion, according to a report published by Yahoo Finance and originally carried by Manufacturing Dive.

The proposed effort is framed as extending the companies’ work across both memory and foundry operations, which are manufacturing services used to produce semiconductors for other chip designers and, increasingly, to support specialized AI-related demand.

While the memorandum indicates an intention to deepen volume and production planning over time, the reported announcement does not spell out the exact commercial structure, such as contract size by year, pricing mechanisms, or whether the arrangements would be strictly incremental to existing supply commitments.

The memorandum also sets an extended time horizon, running through 2030, suggesting the companies are trying to lock in a multi-year view of technology roadmaps and manufacturing capacity rather than limiting cooperation to a short-term order cycle.

For Broadcom, which sells a wide range of semiconductor and infrastructure software products alongside its chip businesses, AI memory supply is tied to the broader buildout of data-center systems. High bandwidth memory and related memory technologies are central to how fast AI workloads can move data between processors and storage tiers.

For Samsung, the focus on both memory and foundry points to its position as a major supplier of memory components and a manufacturing partner that can convert chip designs into packaged products. A longer collaboration window can be useful for planning advanced process transitions and aligning production with customers’ performance targets.

Still, major details were not disclosed in the reported account. The companies did not, in the coverage referenced here, provide specifics on which exact memory products would be covered, how much would be allocated to each party, or what milestones would govern scaling the effort over the period.

The next question for investors and customers will be whether this memorandum translates into binding supply agreements with clearly defined product portfolios and delivery schedules, and whether any company-specific disclosures appear in later filings or product announcements.