en.Wedoany.com Reported - Samsung Electronics is in discussions with North American AI company Anthropic to provide manufacturing services for its custom AI chips through its foundry business, with the chips expected to use Samsung's 2-nanometer process technology.

Anthropic has initiated the early stages of developing its own AI chips and is considering using Samsung Foundry's 2nm manufacturing process and advanced packaging capabilities. The 2nm process can increase processor density and improve energy efficiency. The company is discussing the use of Samsung's advanced packaging technology to place the main processor and memory chips closer together, enhancing data transfer speeds and reducing bottlenecks.

In its Series H funding round in May, Anthropic brought in the world's three largest memory chip manufacturers as strategic infrastructure partners, including Samsung Electronics. The company stated that these partners play key roles in the global supply chain for storage, memory, and logic chips, and will help it reliably scale its computing infrastructure.

South Korean industry observers believe Samsung Electronics is the most likely partner among the three memory manufacturers, as it is the only one with advanced logic chip manufacturing capabilities. If Samsung wins the order, it would add a significant client to its foundry business, following Tesla, NVIDIA, and Apple. However, according to The Information, Anthropic is currently in talks with multiple chip design companies, and the project has not yet entered the detailed chip design, testing, or manufacturing stages.

Major AI companies are increasingly developing specialized chips optimized for AI models, such as Google's TPU, Amazon Web Services (AWS) Trainium, and OpenAI's Jalapeño, to reduce reliance on NVIDIA's general-purpose GPUs. Anthropic has previously explored developing its own chips, and last month hired Clive Chan, who previously worked on ASICs at Tesla and OpenAI, to join its team.