OpenAI's "Stargate" project purchases 900,000 DRAM wafers per month

OpenAI's "Stargate" project reportedly requires the purchase of 900,000 DRAM wafers per month, accounting for nearly 40% of the world's total DRAM production capacity. This increased demand has further pushed up memory chip prices. With the continuous development of AI technology, demand for memory chips will continue to grow, and domestic memory companies are expected to benefit from both price recovery and domestic substitution.