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.

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