recently,OpenAI CEO Altman said in an interview that he prefers TSMC to expand chip production capacity rather than turning to Intel for foundry.When asked whether he would consider using Intel foundry to spread chip supply risks,His answer was short but clear: "I hope TSMC can build more capacity."
In recent years, the U.S. government has actively promoted the return of chip manufacturing to its home country and has cooperated with Intel to establish advanced process production lines, including the much-anticipated 18A node.
This has led many technology giants to be asked whether they will reduce their dependence on TSMC and choose Intel instead. Similar questions have been asked to both Jen-Hsun Huang and Lisa Su.
Although OpenAI is not a chip manufacturer, according to previous information, OpenAI is developing a dedicated AI acceleration chip and plans to use TSMC's 3nm process.
It is worth noting that Ultraman did not completely rule out the possibility of Intel.He emphasized that "in the long term, it is very important to ensure that the United States has sufficient manufacturing capabilities."But at present, he believes that the most pragmatic approach is to let TSMC expand production capacity to ensure stable short-term supply.
This is consistent with the attitudes of AMD and NVIDIA: TSMC is still the safest choice until the yield, performance and mass production capabilities of Intel 18A are truly mature.
