▲ Anthropic
Anthropic, the developer of the AI model Claude, is reportedly in discussions with Samsung Electronics regarding the production of AI chips.
Anthropic has begun early-stage work on developing its own AI chips and is in talks with Samsung Electronics as a potential manufacturing partner, the U.S. IT news outlet The Information reported on July 2 (local time), citing multiple sources.
Anthropic is considering utilizing the 2-nanometer (nm) manufacturing process and advanced packaging facilities of Samsung Electronics' foundry division.
The 2nm process is currently the most advanced chip manufacturing technology in the industry, characterized by higher processor density and improved power efficiency.
Furthermore, advanced packaging technology can reduce bottlenecks by placing the main processor closer to memory chips, thereby increasing data transfer speeds.
In May, during its Series H funding round, Anthropic announced that the three major memory semiconductor manufacturers, led by Samsung Electronics, had participated as strategic infrastructure partners. At the time, the company stated, "The technology from these companies plays a key role in the global supply of memory, storage, and logic chips."
The mention of "logic chips" by Anthropic at the time led to industry speculation that Samsung Electronics was highly likely to win orders for Anthropic's AI chips.
This is because, among the three major memory manufacturers, Samsung Electronics is the only one that possesses a foundry division capable of producing logic chips.
If Samsung Electronics successfully secures the order for Anthropic's proprietary AI chips, it will add another major client to its portfolio, following the likes of Tesla, Nvidia, and Apple.
In response to a request for comment, Anthropic stated that Nvidia's graphics processing units (GPUs), Google's TPUs, and Amazon Web Services' (AWS) Trainium chips would continue to serve as the core of its computing resources, but declined to provide further details regarding future plans.
Samsung Electronics declined to comment on the matter.
(Photo: AP, Yonhap News)
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