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Samsung expands Nvidia tie with V9 NAND as V10 shipments begin

Samsung expands Nvidia tie with V9 NAND as V10 shipments begin

Planned July 24-25 San Francisco AI meetings involving South Korean leaders, Nvidia, OpenAI, Anthropic and others could widen cooperation across memory, chips, cloud and large-scale AI infrastructure.

Fact Check
Both components of the claim are corroborated by multiple sources. The Seoul Economic Daily confirms Samsung's expanded Nvidia NAND alliance with V9 supply and V10 mass production beginning. Hankyung (primary Korean report) and Bloomingbit confirm the planned Silicon Valley roundtable around July 24, 2026 among leaders of Samsung, SK, Naver, and Nvidia to broaden AI infrastructure cooperation across memory, next-gen chips, cloud, and data centers. The meeting is described as planned/expected rather than completed, matching the claim's 'planned meeting' framing.
Summary

Samsung’s expanding relationship with Nvidia in NAND flash is being folded into a broader South Korea-U.S. artificial intelligence push centered on meetings in San Francisco on July 24-25. Reports say Samsung has begun mass-producing 10th-generation V-NAND and supplying it to Nvidia, while increasing 9th-generation V-NAND capacity and developing 11th-generation 500-layer V-NAND. Separately, South Korean President Lee Jae-myung is scheduled to meet Nvidia CEO Jensen Huang, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei and Broadcom CEO Hock Tan in San Francisco and attend an AI summit with business leaders including Samsung Chairman Jay Y. Lee, SK Group Chairman Chey Tae-won, Hyundai Motor Group Executive Chair Euisun Chung and Naver founder Lee Hae-jin, where he is set to announce a “San Francisco AI Declaration.” Expected discussion topics include HBM4 supply, next-generation GPUs, AI data centers, cloud buildouts, AI factory plans and broader AI investment cooperation.

Terms & Concepts
  • V-NAND: A flash memory design that stacks cells vertically to raise storage density and performance.
  • HBM4: A next-generation version of high-bandwidth memory used to feed data quickly to AI chips and accelerators.
  • AI factory: A large-scale AI computing facility that combines hardware such as GPU servers and data centers with cloud systems and AI models.