OpenAI’s AMD & Broadcom chip deals ratchet up pressure on TSMC
OpenAI’s AMD & Broadcom chip deals ratchet up pressure on TSMC OpenAI has signed large, multi‑year agreements with AMD and Broadcom to secure vast quantities of AI silicon: AMD will produce roughly 6 gigawatts of GPUs (with the first ~1GW due in late 2026), while Broadcom will deliver about 10 gigawatts of AI accelerators and networking systems starting in the back half of 2026 through 2029. These deals aim to give OpenAI custom hardware tuned for inference and training workloads, diversify its supply away from a single vendor, and (per analysts) reduce unit cost compared with fully in‑house designs. But there’s a bigger industry story: no matter who designs the chips, almost all advanced nodes are manufactured at a single company — TSMC. Why TSMC matters TSMC leads in advanced…
