OpenAI has selected TSMC to manufacture AI chips

Although Samsung Electronics chairman Jay Lee recently met with OpenAI CEO Sam Altman, it appears that OpenAI has opted to partner with Samsung’s main rival, TSMC. The company is in the final stages of developing its own AI chips and, according to Reuters’ sources, plans to produce them at the Taiwanese giant’s facilities.
Why is OpenAI beating Samsung?
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OpenAI’s main goal is to reduce reliance on Nvidia and cut chip manufacturing costs. The company may hand over the design of the new chips to TSMC in the coming months, with mass production scheduled for 2026.
The Samsung Foundry was previously considered, but the South Korean manufacturer’s reputation among customers suffered. In recent years, chips produced by Samsung for Nvidia, Qualcomm and Exynos have exhibited overheating and high power consumption. This has led many customers to switch to TSMC, and now OpenAI is likely to join them.
Many customers have switched to TSMC, and now OpenAI is likely to join them.

Is there a chance for collaboration?
Despite TSMC’s choice, OpenAI may purchase high-bandwidth memory modules (HBM) from Samsung for its AI chips. This gives the South Korean company a chance to stay involved in the AI industry.
At the same time, the South Korean company will be able to keep its involvement in the AI industry.
Samsung is also interested in the OpenAI Stargate project, which is focused on developing powerful AI systems. The company is already using OpenAI algorithms in its flagship TVs to improve AI features.
Samsung is also interested in the OpenAI Stargate project, which focuses on developing powerful AI systems.
Totals
Samsung remains on the sidelines of the biggest AI chip contracts so far, but keeps its chances of partnering with OpenAI in other segments. Whether the South Korean giant will try to improve its position in the semiconductor industry remains to be seen.
Time will tell.
The article OpenAI picks TSMC to produce AI chips was first published on ITZine.ru.