Semiconductor News & Analysis Feed
20 articles
2026-09-28
tomshardware.com
2026-09-28
OpenAI's Jalapeño ASIC, co-developed with Broadcom, is primarily an internal inference accelerator, but the company is signaling potential external market entry. Hardware head Richard Ho clarified that while OpenAI's own compute demand will consume capacity for years, the chip is programmable, gener
2026-09-26
www.neoteo.com
2026-09-26
2026-09-13
spectrum.ieee.org
2026-09-13
OpenAI has reportedly used its own large language models (LLMs) to design its custom chip, Jalapeño, marking a significant step in the application of AI in semiconductor design. This approach leverages AI for architecture optimization, layout automation, and performance prediction, potentially reduc
2026-08-29
tech-insider.org
2026-08-29
2026-08-29
finance.yahoo.com
2026-08-29
2026-08-28
eetimes.com
2026-08-28
OpenAI unveiled the initial benchmark results for its custom AI accelerator, Jalapeño, at a pre-Hot Chips media briefing. Designed specifically for large language models (LLMs), the chip was developed in collaboration with Broadcom and Celestica, using a clean-sheet architecture that prioritizes bot
2026-08-28
www.forbes.com
2026-08-28
2026-08-27
finance.yahoo.com
2026-08-27
2026-08-27
northeasttimes.com
2026-08-27
2026-08-26
seekingalpha.com
2026-08-26
2026-08-26
2026-08-26
2026-08-26
www.theinformation.com
2026-08-26
2026-08-26
2026-08-26
www.tomshardware.com
2026-08-26
2026-08-26
tomshardware.com
2026-08-26
OpenAI unveiled its first in-house chip, Jalapeño, co-developed with Broadcom, at Hot Chips, demonstrating superior performance over NVIDIA's GB300 GPU. The 700W chip achieved 1.5 to 1.9 times higher throughput per watt and 1.7 to 3.6 times lower latency than the 1,400W GB300, across benchmarks usin
2026-08-26
www.bloomberg.com
2026-08-26
2026-08-26
www.citybiz.co
2026-08-26
2026-08-25
seekingalpha.com
2026-08-25
OpenAI's launch of its in-house inference chip, Jalapeño, developed in collaboration with Broadcom, has intensified competition in the AI chip market, outperforming Nvidia's Blackwell in certain scenarios. This development underscores OpenAI's growing capability in AI hardware and challenges Nvidia'
2026-08-25
newsletter.semianalysis.com
2026-08-25