OpenAI Expands Samsung Partnership for Next-Generation Chips Beyond TSMC
10 Sources
[1]
OpenAI says its next-generation processors could be made at Samsung -- double-sourcing with TSMC hints at massive volume requirements
Samsung may join TSMC producing OpenAI's next-generation AI ASICs. OpenAI is expanding its relationship with Samsung beyond memory supply and enterprise software as the AI giant plans to outsource production of at least some of its processors to Samsung Foundry, Harrison Kim, General Manager of
[2]
Samsung to help fortify OpenAI's semiconductor supply chain
OpenAI will design its next-generation AI accelerators with the help of South Korean foundry giant Samsung Electronics. This move could help the ChatGPT maker with memory, process tech, or other key things it needs to succeed. The announcement, made by OpenAI Korea general manager Harrison Kim in
[3]
OpenAI says working with Samsung on next-generation chips, deepening cooperation
SEOUL, Sept 9 (Reuters) - OpenAI is deepening cooperation with Samsung Electronics (005930.KS), opens new tab as the ChatGPT maker develops its own chips, expanding ties with the South Korean technology giant across semiconductors and enterprise AI services. "One of the areas where we have made
[4]
Samsung is working with OpenAI on next-generation chips while deploying ChatGPT at massive scale
Serving tech enthusiasts for over 25 years. TechSpot means tech analysis and advice you can trust. What we know so far: OpenAI is working more closely with Samsung on chip development while also deploying ChatGPT within the South Korean company, adding another major technology partner as it
[5]
OpenAI and Samsung deepen chip and enterprise AI cooperation
OpenAI is expanding cooperation with Samsung Electronics across semiconductors and enterprise AI services, with joint research on next-generation chips at the center of the relationship, according to Reuters. Speaking at a Seoul press conference on Wednesday, Harrison Kim, General Manager of
[6]
OpenAI and Samsung Partner to Develop Next-Gen AI Chips
The cooperation comes as Samsung broadens its use of generative AI. The company said in June that workers in its Device eXperience division, which oversees mobile phones, televisions and home appliances, would be allowed to use ChatGPT, Google's Gemini and Anthropic's Claude internally. OpenAI is
[7]
OpenAI Deepens Samsung Partnership to Build Next-Gen AI Chips -- 'One of the Areas Where We've Made the Mo
OpenAI is deepening its ties with Samsung Electronics Co. Ltd. (OTC:SSNLF) to co-develop next-generation chips, in a move to advance its enterprise AI services. "Our joint production and research on the next-generation chips we are developing is one of the areas where we have gained the most
[8]
'Nothing new to announce' on possible chip collaboration with Samsung: OpenAI - The Korea Times
The article says OpenAI unveiled a custom artificial intelligence chip co-designed with Broadcom in June, called Jalapeno. OpenAI Korea said Friday it has "nothing new to announce" other than the existing partnership with Samsung Electronics Co., in response to reports suggesting the U.S. tech
[9]
OpenAI says working with Samsung on next-generation chips, deepening cooperation
OpenAI is deepening cooperation with Samsung Electronics as the ChatGPT maker develops its own chips, expanding ties with the South Korean technology giant across semiconductors and enterprise AI services. "One of the areas where we have made the most progress and gained the most recognition with
[10]
OpenAI's Samsung chip plans take shape: a bigger hardware push
OpenAI seems to be edging toward a partnership with Samsung Foundry for its next generation of custom chips. Harrison Kim runs OpenAI Korea as general manager, and he said the two companies have made major progress in joint production and research. OpenAI already depends on Taiwan Semiconductor
Share
Copy Link
OpenAI is deepening its collaboration with Samsung Electronics on next-generation chips and AI accelerators, moving beyond its existing TSMC relationship. Harrison Kim revealed joint research and production efforts at a Seoul press conference, while Samsung emerges as one of the largest global ChatGPT enterprise deployments with 28-fold user growth in South Korea.
OpenAI Samsung Partnership Targets Next-Generation Chips
OpenAI is expanding its semiconductor supply chain by partnering with Samsung Electronics on next-generation chips, marking a strategic shift beyond its current reliance on TSMC. Harrison Kim, General Manager of OpenAI Korea, announced at a Seoul press conference that joint research and production on AI accelerators represents one of the most significant areas of progress between the two companies
1
3
. This collaboration comes just weeks after OpenAI unveiled its first-generation Jalapeño inference accelerators, which demonstrated performance advantages over Nvidia's Blackwell GPUs across multiple inference workloads2
.
Source: TechSpot
Double-Sourcing Strategy Addresses Massive Volume Requirements
The OpenAI Samsung partnership signals the ChatGPT maker's intention to implement a double-sourcing with TSMC strategy, similar to Tesla's approach with its AI5 processors. As a fabless chip designer, OpenAI faces intense competition for leading-edge capacity from AMD, Nvidia, and other hyperscalers developing custom AI chips
2
. OpenAI's existing agreement with Broadcom to procure 10GW of custom AI accelerators underscores the massive scale of its chip requirements1
. Data center accelerators demand vastly more silicon per unit compared to automotive or robotics applications, and if OpenAI needs gigawatts of large leading-edge processors with multiple dies, wafer requirements could exceed TSMC's available capacity1
.High-Bandwidth Memory and Advanced Packaging Considerations
The semiconductor supply chain collaboration likely extends beyond logic chips to address critical high-bandwidth memory (HBM) needs. Samsung Electronics, alongside SK Hynix and Micron, represents one of only three manufacturers capable of producing HBM in volume
2
. OpenAI's Jalapeño chip uses HBM4 technology, suggesting its successor will likely adopt the faster HBM4E standard2
. Securing adequate HBM supply requires early partnerships, particularly as next-generation chips may leverage custom base dies to move memory controllers or logic from compute silicon to the HBM stack itself2
. Samsung and SK Hynix signed letters of intent last year to supply memory chips for OpenAI's Stargate data center project3
4
.Samsung Foundry Emerges as Viable Alternative
Samsung's 2 nm process technology and advanced packaging capabilities position the foundry as a credible alternative to TSMC for AI infrastructure development. While Samsung previously faced yield challenges with its 3 nm process, recent proof points from companies like Rebellions, Tenstorrent, and Groq demonstrate the foundry's ability to produce sophisticated AI accelerators
2
. Rebellions' Rebel100 accelerator particularly validates Samsung's capabilities, utilizing multi-die architecture and HBM3E—both requiring advanced packaging techniques2
. The strategic partnership between Samsung Electronics and Broadcom, valued at over $200 billion through 2030, further facilitates OpenAI's ability to produce accelerators at both Samsung and TSMC foundries1
.
Source: Tom's Hardware
Related Stories
Enterprise AI Cooperation Expands Beyond Semiconductors
The OpenAI Samsung partnership extends into enterprise AI cooperation, with Samsung representing one of the largest-scale ChatGPT enterprise deployments globally
3
4
. Employees across Samsung's Korean and overseas operations use ChatGPT for research and development, marketing, and sales functions3
. In June, Samsung's Device eXperience division, overseeing mobile phones, televisions, and home appliances, gained internal access to ChatGPT, Google's Gemini, and Anthropic's Claude3
4
. ChatGPT Enterprise users at South Korean companies and institutions surged approximately 28-fold as of the end of August compared to a year earlier, reflecting accelerated adoption across legal, sales, finance, marketing, and operations departments3
4
. South Korea maintains the largest number of paying ChatGPT subscribers outside the United States as of late last year3
4
.
Source: The Register
Strategic Implications for AI Infrastructure
This chip development collaboration positions OpenAI to secure supply chain resilience while meeting aggressive capacity requirements for its AI infrastructure buildout. The timing aligns with OpenAI's September 4 launch of GPT-6 Astra, which offers improved performance in computer use, professional work, science, coding, and cybersecurity
3
4
. Harrison Kim emphasized that demand for advanced memory will continue rising as AI computing becomes faster and more complex, making cooperation with South Korean semiconductor suppliers a priority for OpenAI's local office4
. Watch for announcements regarding specific process nodes, tapeout timelines for next-generation chips, and whether Samsung's involvement extends to joint custom AI chip architecture development beyond manufacturing.References
Summarized by
Navi
[1]
[2]
[4]
Related Stories
OpenAI's Stargate Project Secures Massive Memory Supply from Samsung and SK Hynix
01 Oct 2025•Technology
OpenAI in Talks with Samsung for Galaxy AI Integration, Challenging Google's Dominance
22 Nov 2024•Technology
OpenAI taps Samsung Exynos for Sweetpea earbuds as it builds AI hardware ecosystem
16 Jan 2026•Technology
Recent Highlights
1
OpenAI Claims AI Math Breakthrough on Navier-Stokes, Sparks Controversy Over Credit and Future of Research
Science and Research
2
Anthropic Researcher Quits, Warns Self-Improving AI Poses Existential Risk to Humanity
Policy and Regulation
3
Nvidia CEO Jensen Huang Declares AGI Has Arrived With OpenAI's GPT-6 Astra Release
Technology
Recent Highlights
Today's Top Stories
Don’t drown in AI news. We cut through the noise - filtering, ranking and summarizing the most important AI news, breakthroughs and research daily. Follow topics that matter to you and stay ahead.
