油價飆升通脹起！國際金還能撐多久？阿湯哥爲你解讀行情>>

OpenAI is deepening cooperation with Samsung Electronics, expanding the relationship into semiconductors and enterprise AI services as it advances in‑house chip R&D, OpenAI Korea head Harrison Kim said in Seoul; he provided no further details. Samsung Electronics said it could not confirm customer‑related information. Kim said deployment of more advanced chips for faster, more complex compute will sustain demand for memory chips, making partnerships with Korean semiconductor suppliers a priority for OpenAI’s local office. OpenAI said ChatGPT enterprise users among Korean companies and institutions rose about 27‑fold y/y as of end‑August; as of end‑last year Korea had the largest number of paid ChatGPT subscribers outside the US.

Digitimes reports that as major tech firms increase spending on custom AI chips, competitive focus is shifting to network technologies that connect ever-more complex compute systems. AI infrastructure is moving toward multi-architecture deployments — GPUs alongside proprietary AI accelerators — boosting demand for advanced interconnects. The shift should create opportunities across the supply chain, from switch and interconnect-chip makers to cable, connector and optical-component suppliers, particularly within Taiwan’s hardware ecosystem.