Taiwan Semi works closely with legacy semiconductor players, such as Nvidia, AMD, and Broadcom. However, it's also now working with cloud hyperscalers as they seek to produce their own chips. OpenAI is the latest Nvidia customer to tap Taiwan Semiconductors to build custom chipware.

However, it’s limited to Pro subscribers who pay $200 a month, so far. Its CEO, Sam Altman, said on X (formerly Twitter) that it had to stagger the model’s release because “…we’ve been growing a lot and are out of GPUs.

OpenAI just released GPT-4.5, but average users won't have access yet. The model is only available on the company's $200/month Pro tier. OpenAI CEO Sam Altman

It is worth noting that Broadcom has clawed back a nice chunk of those losses, though the stock is still down 6% in 2025. However, the chip designer's upcoming fiscal 2025 first-quarter results, scheduled for release on March 6, could give it a nice shot in the arm. Let's see why.

While all three companies are playing an integral role supplying data centers with the latest AI hardware, these chip designers have to give a lot of credit to the foundry services of Taiwan Semiconductor Manufacturing (NYSE: TSM).

Sources said that through Broadcom, OpenAI has secured manufacturing capacity with Taiwan Semiconductor Manufacturing Company to make its first custom-designed chip in 2026. They said the timeline ...

OpenAI Chairman Bret Taylor said in a statement ... of OAI's mission and is rejected," Savitt's letter stated. TSMC and Broadcom are interested in Intel Taiwan Semiconductor Manufacturing Company ...

and Broadcom. However, it's also now working with cloud hyperscalers as they seek to produce their own chips. OpenAI is the latest Nvidia customer to tap Taiwan Semiconductors to build custom ...

OpenAI Chairman Bret Taylor said in a statement ... Taiwan Semiconductor Manufacturing Company and Broadcom are reviewing bids for Intel that would split the chipmaker into two, the Wall Street ...

When it comes to artificial intelligence (AI) chip stocks, my guess is that names such as Nvidia, Broadcom ... In fact, OpenAI just tapped Taiwan Semi for an important collaboration.