Anthropic in talks with Samsung Electronics on chip production"···Big Tech firms keep 'knocking' on Samsung

U.S. artificial intelligence (AI) company Anthropic is reportedly in talks with Samsung Electronics to produce its own AI semiconductors. Attention is on whether Samsung Electronics foundry (contract chip manufacturing) will secure additional global clients after Tesla and Nvidia.

On the 2nd (local time), the U.S. tech outlet The Information reported, citing multiple sources, that Anthropic has begun preparing to develop its own AI chips and is in talks with Samsung Electronics as a potential partner. Anthropic is said to be considering using the 2-nanometer process of Samsung Electronics foundry and advanced packaging facilities.

Back in May, when Anthropic named Samsung Electronics, SK hynix, and Micron as 'strategic infrastructure partners' and stated, "The technologies of these companies play a key role in the global supply of memory, storage, and logic chips," the possibility was raised that Samsung Electronics could win orders to produce AI chips for Anthropic. Samsung Electronics is the only one among the three memory companies with capabilities in logic-chip design and manufacturing.

Anthropic has not yet finalized a specific timetable for manufacturing AI chips. It is reportedly reviewing the functions and performance levels of the AI chips and how to integrate them into servers.

If a plan for Anthropic to produce AI chips at Samsung Electronics does come to fruition, the foundry division is expected to secure another major client and, at the same time, lay the groundwork for improving foundry results. As Big Tech companies seek to reduce dependence on Nvidia and enter the race to produce their own chips, Samsung is emerging as an alternative to the already saturated foundry processes at Taiwan TSMC.

Samsung Electronics is currently contract-manufacturing next-generation AI chips for Tesla and AI inference chips for Nvidia. Talks on foundry cooperation are reportedly also under way with Big Tech firms such as Apple and AMD. The Information reported that Google is also considering having Samsung Electronics handle TPU production.