OpenAI says its next-generation processors could be made at Samsung — double-sourcing with TSMC hints at massive volume requirements

📋总体概括

OpenAI正深化与三星的芯片合作，其下一代自研AI处理器有望在三星代工生产，与台积电形成双源供应格局。OpenAI此前已启动自研ASIC计划以降低对英伟达GPU的依赖，如今同时绑定台积电与三星两大代工厂，暗示其芯片需求量级巨大、单一产能无法满足。这一动作既是产能对冲，也是地缘供应链分散布局的体现，将深刻影响先进制程的产能分配与代工竞争格局。