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After making major announcements regarding OpenAI's plans to make its own chips, the firm's CEO, Mr. Sam Altman, has spent a busy couple of days speaking with Korean memory manufacturers, according to reports in the local media. The start of 2024 has seen big tech remain relentless in its focus on building the world's most advanced artificial intelligence and data science systems.
Not only did Altman, whose OpenAI is known for its close partnership with Microsoft, announce an interest in designing chips from the ground up earlier this month, but Meta's Mark Zuckerberg has also shared his aim of buying hundreds of thousands of the most advanced GPUs from NVIDIA to gain an edge over rivals Microsoft, Amazon and Google.
When it comes to stimulating semiconductor demand for A.I. use cases, most industry and media attention has focused on graphics processing units or GPUs. However, silently in the background, memory manufacturers are also basking in newfound attention, with firms such as Broadcom thought by many analysts to have significant untapped potential for supplying connectivity chips.
Another key component of the A.I. semiconductor supply chain is memory. These chips are necessary to ensure that software runs fast, and Altman's visit to South Korea focused on securing supplies of the memory chips. According to reports in the Korean press, the OpenAI chief has met with officials from Samsung Electronics' chip manufacturing division and those from the Korean memory manufacturer SK Hynix.
Altman's plans to establish a new venture to develop special A.I. chips took the industry by storm earlier this year. The stunning rise of A.I. in 2023 has placed the semiconductor
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