Samsung and Anthropic discuss custom AI chip manufacturing

Samsung and Anthropic are in early-stage talks on a deal under which Samsung would manufacture Anthropic's custom AI chips, according to a report by The Information.

TL;DR

• The Information reported that Samsung and Anthropic are negotiating a possible chip manufacturing deal.
• The talks are described as being at an early stage.
• The reported deal would cover manufacturing for Anthropic's custom AI chips.

The reported discussions involve Anthropic, an artificial intelligence company, and Samsung, the South Korean technology group with a semiconductor manufacturing business. The Information said Samsung could be tasked with producing Anthropic's custom AI chips if the companies reach an agreement.

The report places the talks in the context of higher semiconductor demand linked to artificial intelligence workloads. GSM Arena said that demand for semiconductors, driven mainly by the rise of AI, has pushed companies to look beyond TSMC for chip suppliers.

GSM Arena also said Samsung and Intel had faced difficulties in their chip businesses before the recent AI-driven increase in demand. The same report said Apple is again considering Intel, citing broader shifts in how major technology companies are evaluating semiconductor suppliers.

Related questions

• What did The Information report about Samsung and Anthropic?
• What would Samsung manufacture for Anthropic under the reported deal?
• At what stage are the reported talks between Samsung and Anthropic?
• Why are companies looking beyond TSMC for chip supply, according to the report?