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OpenAI Adds Samsung Foundry to Its Silicon Program, Closing TSMC-Only Risk
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Fusion42 · 10 September 2026 · Fusion42 review
OpenAI has added Samsung Foundry as a production partner for its next-generation AI chips, diversifying beyond its previous exclusive reliance on TSMC. This move leverages Broadcom's existing $200 billion contract with Samsung for 2nm chip manufacturing, marking a strategic supply chain expansion for OpenAI's custom silicon.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
Exclusive dependency on TSMC for AI chipmaking just ended, opening a route through Broadcom and Samsung. If you make logic chips or AI accelerator memory, new supply chain partnerships are now actionable for you.
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1 source · 10 Sep 2026
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