OpenAI says its next-generation processors could be made at Samsung

OpenAI is expanding its collaboration with Samsung beyond memory supply and enterprise software, reportedly planning to outsource at least part of its next-generation processor production to Samsung F... Read original →

OpenAI’s move to source next-gen processors from Samsung Foundry signals a strategic shift in its chip production model, extending beyond memory and enterprise software collaborations. While Jalapeño was made by TSMC, the new partnership with Samsung indicates rising volume demands and a desire for supply chain diversification. This aligns with Tesla’s approach to mitigate risks in high-volume AI chip manufacturing. Samsung’s 3nm EUV capabilities and its strategic alliance with Broadcom position it as a key supplier for OpenAI’s future accelerators. The trend points toward a more fragmented AI chip ecosystem, with TSMC, Samsung, and SK hynix emerging as dominant players. Geopolitical tensions, especially in the U.S.-China tech rivalry, will increasingly influence supply chain decisions, pushing companies to balance cost, capacity, and risk. In the next 12–24 months, this development may catalyze broader industry shifts, with more firms adopting dual-sourcing strategies to secure AI infrastructure supply, reshaping global semiconductor dynamics.