AI Disruption

AI Disruption

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AI Disruption
AI Disruption
OpenAI to Finish In-House Chip Design in 2025, TSMC to Produce by 2026
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OpenAI to Finish In-House Chip Design in 2025, TSMC to Produce by 2026

OpenAI is accelerating its AI chip development to reduce reliance on Nvidia. Partnering with TSMC, its first chip design is expected soon, with mass production by 2026.

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Meng Li
Feb 10, 2025
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AI Disruption
AI Disruption
OpenAI to Finish In-House Chip Design in 2025, TSMC to Produce by 2026
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In July 2024, OpenAI actively began recruiting former employees who were involved in producing Google's AI chips (TPU) and is seeking to develop its own AI server chips.

OpenAI plans to offer these recruited senior engineers millions of dollars worth of equity each year.

The company is moving forward with plans to develop its first-generation self-developed AI chips to reduce dependency on Nvidia and explore new channels for chip supply.

The first self-developed chip design is expected to be completed in the coming months, and plans are in place for TSMC to manufacture it. Both OpenAI and TSMC declined to comment on this matter.

Recent developments suggest that OpenAI is on track to begin mass production in 2026.

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