Reply to thread

Message: [QUOTE="Munyaradzi Mafaro, post: 65058, member: 636"] OpenAI CEO Sam Altman has expressed his preference for sticking with TSMC over Intel Foundry for semiconductor manufacturing, despite increasing discussions about Intel as a potential alternative. In an interview with Stratechery, Altman stated that he would prefer TSMC to increase its capacity rather than adopt a multi-chip supplier approach. While OpenAI is not involved in manufacturing, the company is developing a dedicated AI chip using TSMC's 3nm process. Altman’s statement reflects a desire for consistency in partnerships, as opposed to a dual-sourcing strategy. Similarly, AMD's CEO also gave an uncertain response when asked about Intel as a foundry partner. As U.S. manufacturing becomes increasingly important, companies will likely evaluate Intel’s 18A process node to determine if it meets their requirements for performance and production efficiency. [/QUOTE]