AMD and TSMC are involved in AI chip production while OpenAI and Anthropic plan their own chips amidst threats of Trump tariffs.
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Updated oct 9
The latest in this situation
How it started
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What happened
AMD and TSMC are involved in AI chip production while OpenAI and Anthropic plan their own chips amidst threats of Trump tariffs.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- OpenAI commits to AMD GPU capacity, which relies on chips manufactured by TSMC.Sub-event
- DeepSeek's lower-cost AI chips are affecting AMD's market outlook amid concerns over Trump's tariff plans.Sub-event
AI chip race heats up as OpenAI plans in-house chips and Trump threatens tariffs on semiconductors.1 source
Trump unveiled AI executive orders; Su praised the AI Action Plan blueprint.1 source
Keep exploring
The entities involved
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AMD
American multinational semiconductor company
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TSMC
semiconductor foundry company headquartered in Taiwan
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OpenAI
American artificial intelligence research organization
- OpenAI is in talks with BlackRock and UAE investment funds, while AI spending concerns are impacting technology stocks, including Tesla.
- The new event covers AI security concerns involving OpenAI, political competition between Democrats and Republicans, and commentary from figures like Tristan Harris and Jason Chaffetz.
Related events
- Broadcom secured a $10 billion custom chip deal with OpenAI, intensifying competition in the AI semiconductor sector.
- AMD is leveraging partnerships with OpenAI, Meta, and Anthropic to drive revenue growth and challenge Nvidia's market dominance in the AI sector.
- Anthropic utilizes TSMC-manufactured chips and Nvidia GPUs, while Amazon also uses TSMC for its Trainium chips.
- ARK Invest executed multiple stock trades, selling AMD and TSMC while buying Archer Aviation, Joby Aviation, and Robinhood.
- OpenAI and Meta secured new AI infrastructure deals with both AMD and Nvidia, while leadership discussed product scaling.
Coverage
Newest first; wire copies grouped- Motley FoolWhy AMD Stock Was Sliding Today Seaport Research said AMD's artificial intelligence (AI) business was slowing. New threats arose of tariffs on semiconductors. A weak jobs report showed the economy is
- BenzingaLisa Su Says AI Chip Demand Could Top $500 Billion In Just A Few Years — Says US Must Rapidly Scale Manufacturing To Keep Up With Elon Musk, Sam Altman Benzinga and Yahoo Finance LLC may earn commiss
- Motley Fool5 Top Bargain Stocks Ready for a Bull Run Nvidia, AMD, and TSMC are three cheap stocks in the semiconductor industry with lots of growth opportunities ahead. Alphabet's strong collection of businesse
- Unknown outlet