GoKawiilOpenAI signals Samsung Foundry may build its next AI chips alongside TSMC
OpenAI Korea's general manager Harrison Kim said the company has made significant progress working with Samsung Electronics on next-generation chip development and production. This suggests OpenAI could source future AI accelerators from both Samsung Foundry and TSMC, rather than relying solely on TSMC as it does for its current Jalapeño inference chip built with Broadcom.
GoKawiil's interpretation of the reporting above, not reported fact.
Adding a second foundry partner typically signals that a company expects demand volumes too large for a single manufacturer to handle, pointing to OpenAI's massive projected compute needs. It also shows OpenAI diversifying its supply chain beyond TSMC, reducing dependency risk while deepening ties with Samsung, which already supplies memory for OpenAI's Stargate data centers.
- OpenAI Korea's GM hinted at chip production collaboration with Samsung Foundry beyond memory supply.
- Current Jalapeño chips remain TSMC-exclusive; any Samsung involvement would target future chip generations.
- Dual-sourcing from TSMC and Samsung implies OpenAI anticipates very high-volume chip manufacturing needs.
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Published there as: “OpenAI says its next-generation processors could be made at Samsung — double-sourcing with TSMC hints at massive volume requirements”
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