It is being reported that Samsung Foundry is in talks with Anthropic and Meta to manufacture their AI chips. Both companies are developing in-house AI accelerators, and Samsung could help fabricate those chips using its cutting-edge 2nm process technology.
Samsung Foundry could make 2nm AI accelerator chips for Meta
With new orders starting to come in, Samsung Foundry appears to be moving back toward profitability. The company recently secured a $16.5 billion contract from Tesla to manufacture its AI6 chips using Samsung’s 2nm process. It also produces the latest LPUs for Groq, a strategic technology partner of Nvidia.
Now, SEDaily is reporting that Samsung Foundry has been selected to manufacture Meta’s third-generation Meta Training and Inference Accelerator (MTIA) chips. The South Korean firm could produce AI chips worth more than KRW 10 trillion (~$6.54 billion) using its advanced 2nm process.
TSMC manufactured Meta’s first- and second-generation MTIA chips, but Samsung Foundry is expected to produce the third-generation version, reportedly because TSMC’s advanced manufacturing capacity is fully booked by major customers such as AMD, Apple, MediaTek, Nvidia, and Qualcomm.
Meta reportedly plans to build AI data centers with a combined capacity of 5GW by 2030 and wants to reduce its dependence on third-party AI accelerators from companies such as AMD and Nvidia. It also aims to release a new generation of AI chips every six months as part of an aggressive development cycle. To achieve that goal, Meta is reportedly working closely with Samsung’s System LSI division on chip design.
Anthropic exploring a chip manufacturing deal with Samsung Foundry
Anthropic, the company behind the Claude AI assistant, is reportedly exploring Samsung Foundry’s 2nm process for its in-house AI accelerator chips. Like Meta, it wants to reduce its reliance on third-party suppliers such as AMD and Nvidia.
The AI company is reportedly planning AI data centers with a total capacity of 1GW, with expected investments of around $50 billion. About half of that investment is expected to be spent on hardware, including custom AI chips (ASICs), DRAM, and NAND flash memory.
Since Samsung is one of the few companies that can both manufacture advanced chips and supply memory products such as DRAM and NAND flash, Anthropic is reportedly interested in forming a strategic partnership with the South Korean firm.
Samsung previously invested $65 billion in Anthropic as part of its Series H funding round in May 2026. The company has also reportedly received chip manufacturing orders from Chinese automaker BYD. It could also make a part of Google's next-generation TPU on its 2nm node.
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