Anthropic in Talks With Samsung to Build Custom AI Chip, Aiming at 2nm Process - Tech Times

Anthropic is in early talks with Samsung Electronics to develop a custom AI chip using Samsung's 2nm process, signaling a strategic move away from heavy reliance on NVIDIA GPUs. Although still in expl... Read original →

Anthropic’s exploratory talks with Samsung Electronics on a 2nm AI ASIC signal a strategic pivot from GPU dependency toward vertically integrated silicon. Technically, this accelerates GAA nanosheet adoption in inference workloads and pressures TSMC to fast-track its A16 node, while cementing 2.5D/3D stacking as essential for next-gen AI chips. From a compliance standpoint, Samsung’s foundries—operating under South Korean and U.S. jurisdiction—offer a geopolitically sanitized supply chain, sidestepping data sovereignty risks tied to Chinese manufacturing. NVIDIA’s dominance in training remains intact, but its inference revenue faces direct threat, likely spurring Broadcom and AMD to expedite programmable AI accelerators. If Samsung achieves >70% yield within 18 months, this partnership could catalyze a wave of model-developer-led chip customization, eroding TSMC’s near-monopoly in the AI semiconductor ecosystem.