OpenAI Unveils Jalapeño Chip as AI Semiconductor Market Shifts

인프라/플랫폼 | Thu Jun 25 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 sources

OpenAI and Broadcom unveiled their first in-house inference chip Jalapeño, while Qualcomm acquired Modular and Micron benefited from a memory boom amid major shifts in AI infrastructure.

Analysis

[OpenAI & Broadcom] unveiled their first in-house inference chip Jalapeño ^[1][3]

• ASIC accelerator dedicated to LLM inference
• Significantly better performance per watt than current SOTA
• Completed from design to production in 9 months
• Gigawatt-scale data center deployment planned with Celestica

[OpenAI] launched a full-stack infrastructure strategy in earnest ^[2][3]

• Aims to reduce dependency on Nvidia GPUs
• According to Broadcom's CEO
• performance is on par with Nvidia Blackwell and Google TPU
• Multi-generation compute platform deployment starting late 2026
• Reduces operating costs for real-time coding models such as Codex

[Qualcomm] acquired AI chip software startup Modular for approximately $4 billion ^[6][7]

• Plans to issue up to 19.2 million shares of common stock
• Approximately 150 people joining including Modular founders Chris Lattner and Tim Davis
• Owns a proprietary language enabling the same code to run on various chips
• Unified software layer challenging Nvidia CUDA

[Micron] saw quarterly revenue quadruple amid AI memory boom ^[5]

• Q3 revenue of $41.45 billion
• 4x year-over-year
• Net income surged from $1.88 billion to $28.2 billion
• Stock jumped over 13%
• market cap reached $1.2 trillion
• Supplies memory and storage chips to Anthropic and participated in Series H investment

[Cerebras Systems] saw its stock plunge 20% on margin guidance concerns in its first earnings report after IPO ^[4]

• Q1 revenue of $193 million
• up 94% year-over-year
• Annual gross margin guidance of 38–41%
• down from 47% in Q1
• Decided to lease equipment from customers while building its own data centers
• Net loss narrowed from $23.9 million to $14 million

Sources

• [1] OpenAI and Broadcom unveil LLM-optimized inference chip - OpenAI Blog
• [2] OpenAI reveals its first AI processor: Jalapeño - The Verge AI
• [3] OpenAI unveils its first custom chip, built by Broadcom - TechCrunch AI
• [4] Cerebras stock plunges after earnings as CEO says margin outlook was misunderstood - TechCrunch AI
• [5] The memory chip crunch is paying off for this US company - TechCrunch AI
• [6] Qualcomm to Acquire Modular - Hacker News
• [7] Qualcomm Buys Buzzy Chip Startup Modular for Nearly $4 Billion - Wired AI