Let's explore how OpenAI and TSMC are working together and assess why this partnership could be lucrative for Taiwan Semi in the long run. How are OpenAI and Taiwan Semi working together?

While all three companies are playing an integral role supplying data centers with the latest AI hardware, these chip designers have to give a lot of credit to the foundry services of Taiwan ...

According to Reuters, the chip will primarily be used for running AI models, not training them, and will have a limited role in OpenAI’s infrastructure. But it’s a start. TSMC’s cutting-edge ...

This move aligns with the US strategy to strengthen domestic manufacturing and secure a larger share of the global ...

Nvidia adds Stargate as customer, plans to fill Texas data center with 64K AI chips by 2026. OpenAI, Oracle to use Nvidia chips in 10 data halls.

Let's explore how OpenAI and TSMC are working together and assess why this partnership could be lucrative for Taiwan Semi in the long run. OpenAI's flagship product is a large language model (LLM ...

Musk’s bid to block OpenAI’s transition rejected. Billionaire Elon Musk’s preliminary injunction against OpenAI that wanted ...

As such, it's extremely likely that if DeepSeek wants to compete with OpenAI and its peers, it'll need higher-end chips from TSMC to do so, one way or another. But most importantly, our thesis is ...