Samsung and SK Hynix are reportedly close to announcing massive AI chip deals with major U.S. tech companies.

Reuters is saying the agreements are significant in scale.

Memory and advanced chips remain one of the biggest bottlenecks in the AI buildout, so any large new supply deals matter.

If these land, it strengthens the hardware side of the AI trade at a time when demand still looks very strong.

Worth keeping an eye on the official announcements.

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