Jing Ji Ri Bao·2025-10-09 23:29Core Viewpoint - OpenAI's CEO, Altman, prefers to rely on TSMC for increased production capacity rather than diversifying orders to Intel, contrasting with other chip manufacturers' strategies [1] Group 1: OpenAI's Strategy - OpenAI is not currently involved in chip manufacturing but is developing specialized AI chips, reportedly using TSMC's 3nm process [1] - Altman expressed a clear preference for TSMC to expand its production capacity instead of considering Intel as a manufacturing partner [1] Group 2: Industry Context - Other industry leaders, including NVIDIA's Huang and AMD's Su, have left the door open for potential collaboration with Intel, indicating a more cautious approach to supply chain diversification [1] - Altman's direct comments on the semiconductor supply chain suggest a strong understanding of the industry's dynamics and the importance of TSMC in the current landscape [1]