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On October 7th, analysts in the Research Department of DBS Group released a report, stating that OpenAI's collaboration with NVIDIA and Advanced Micro Devices (AMD) is likely to trigger a "ripple effect" that will reverberate throughout the entire semiconductor value chain, propelling performance growth for select Asian companies. Analysts emphasized that as data center operators and enterprises increasingly embrace artificial intelligence, there is a growing need for diversifying the supply of graphics processing units (GPUs). This collaboration underscores that very trend. Moreover, the partnership is expected to further cement AI's status as a pivotal growth driver for the semiconductor sector. According to the report, foundries such as TSMC are well-positioned to emerge as "secondary beneficiaries" of this development.
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