A few days ago, it was reported that Samsung could win a contract to manufacture high-performance AI chips for Anthropic. A new report now claims that Samsung Foundry has secured the contract to make chips for Anthropic, the AI firm behind the popular Claude AI system.
According to Newsworks Korea, Samsung Electronics has secured a major contract to fabricate proprietary AI accelerator chips for Anthropic. The chip will be fabricated using Samsung Foundry's cutting-edge 2 nm process node and packaged with the company's advanced packaging technology. It is unclear whether the chip will be manufactured at Samsung's plant in South Korea or its facility in Taylor, Texas.
It is worth noting that Samsung Electronics invested in Anthropic's $65 billion Series H funding round. Anthropic is a US-based AI firm founded in 2021 by ex-OpenAI researchers, and it competes directly with OpenAI. Anthropic is significantly more valuable than OpenAI.
Samsung Foundry's reported Anthropic contract comes just a few months after it secured chip orders from Tesla and Groq. This could help the company return to profitability next quarter. Samsung is also reportedly in talks with Google and Meta to manufacture AI chips, or components for their AI chips.
Due to the ongoing AI boom, TSMC, a much larger contract chip manufacturer than Samsung, is facing significant production backlogs. As a result, it is charging high prices to make chips and is reportedly prioritizing orders from major brands such as Apple, AMD, MediaTek, and Nvidia. This could allow Samsung Foundry to attract more customers.
Samsung Electronics is currently the only company that offers chip fabrication, chip packaging, and memory chips under one roof.
Post a Comment