Semiconductor News & Analysis Feed

This website or its third-party tools process personal data. You can opt out of the sale of your personal information by clicking on the “Do Not Sell or Share My Personal Information” link. Get organization-wide instant access to market sizing and decision-maker data in a self-serve subscription model with analyst support. Make smarter decisions with agile analyst insight and amplify your story

OpenAI and Broadcom Unveil Jalapeño, a Custom AI Chip Claiming Half the Inference Cost OpenAI says its new custom chip cuts inference costs by 50%. The company has not published the benchmarks to prove it. BY TECHNOLOGY DESK JUNE 25, 2026 OpenAI CEO Sam Altman and Broadcom CEO Hock Tan at the Jalapeño chip announcement. [Image Source: CNBC] Share this SAN FRANCISCO – The most expensive part of r

The custom inference accelerator follows the hyperscaler playbook, but the AI-automated chip design process could prove the more consequential announcement.

Explainers OpenAI turns up the heat in chip market with Jalapeño The Jalapeño chip highlights that frontier AI requires vast power and bespoke hardware from specialised factories, while also marking OpenAI’s strategic transition into a leading full-stack semiconductor and infrastructure player. Ishan Patra 915 Stories Thursday June 25, 2026 , 7 min Read ChatGPT maker OpenAI has stepped beyond th

Good morning. Today’s word of the day is “adversarial distillation,” which Anthropic accuses Alibaba of doing to its AI models in a new letter to U.S. lawmakers. Alibaba allegedly accessed Anthropic’s Claude for three months to illicitly extract its capabilities in a presumed bid to train Alibaba’s rival AI chabot, Qwen, at a fraction of the cost. We’re not talking about a handful of times here:

OpenAI on June 24 unveiled "Jalapeño," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC — the clearest sign yet that leading model developers want to design their own chips and broaden a supply chain long dominated by Nvidia.

Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifically to run inference for large language models. Broadcom shares inched up 0.5% during early market trading on Wednesday. OpenAI designed the chip, while partners Broadcom (AVGO) and Celestica (CLS) helped industrialize the platform through chip implementation, board, rack

Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.

Forums AI Server Server Systems Server CPUs Accelerators Server Motherboards Server Chassis Other Components 5G Edge Storage Networking Workstation Workstation Processors Workstation Motherboards Software Operating Systems Server Applications Virtualization Guides Buyer’s Guides Tips Top Hardware Components for TrueNAS / FreeNAS NAS Servers Top Hardware Components for pfSense Appliances Top

Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño Jun 24, 2026, 9:48 AM ETBroadcom Inc. (AVGO) Stock, OPENAI Stock, CLS StockMSFT, AMD, NVDABy: Brandon Evans, SA News Editor Copy Link Save Play (3min) Comments (2) Anna Moneymaker/Getty Images News Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifi