Jenith
Well-known Member
- Joined
- Mar 25, 2019
- Posts
- 54,086
- Likes
- 246
Samsung, one of the world's biggest chip makers, could end up manufacturing AI chips for Anthropic, the US-based AI startup behind Claude. The company's AI model competes with OpenAI's ChatGPT and Google's Gemini.
Earlier today, Anthropic raised $65 billion in Series H funding from dozens of firms at a $965 billion valuation, making it more valuable than OpenAI, which is valued at $730 billion. Anthropic's new investors include chip makers Samsung, Micron, and SK Hynix, which are expected to be key technology partners for the AI firm.
Anthropic said that Micron, Samsung, and SK Hynix “play a critical role in the world's supply of memory, storage, and logic chips.” As a result, some reports suggest that Samsung could become not only a memory chip supplier but also a contract chip manufacturer for Anthropic.
While Micron, Samsung, and SK Hynix were all mentioned by Anthropic, Samsung is the only one with foundry capabilities for contract logic chip manufacturing. The other two are pure-play memory chip makers. Since Anthropic specifically referenced logic chips (CPU, GPU, AI), Samsung Foundry is being viewed as a potential manufacturing partner for Anthropic's future AI accelerators.
Samsung's foundry business has operated at a loss for the past few years, but it has recently started attracting major customers. First, Tesla signed a $16.5 billion deal with Samsung Foundry to manufacture its AI6 chips and later placed additional orders for AI5 chips. More recently, Samsung reportedly received an order from Nvidia to manufacture Groq 3 LPU chips.
Starting next year, Samsung is also expected to begin manufacturing CIS (CMOS Image Sensors) for future iPhones. The company recently started shipping HBM4 memory chips to Nvidia and could begin supplying them to AMD and Google in the near future. Samsung has also become the world's first company to ship HBM4E memory chip samples to customers.
Samsung invests in Anthropic, raising expectations for chip orders
Earlier today, Anthropic raised $65 billion in Series H funding from dozens of firms at a $965 billion valuation, making it more valuable than OpenAI, which is valued at $730 billion. Anthropic's new investors include chip makers Samsung, Micron, and SK Hynix, which are expected to be key technology partners for the AI firm.
Anthropic said that Micron, Samsung, and SK Hynix “play a critical role in the world's supply of memory, storage, and logic chips.” As a result, some reports suggest that Samsung could become not only a memory chip supplier but also a contract chip manufacturer for Anthropic.
While Micron, Samsung, and SK Hynix were all mentioned by Anthropic, Samsung is the only one with foundry capabilities for contract logic chip manufacturing. The other two are pure-play memory chip makers. Since Anthropic specifically referenced logic chips (CPU, GPU, AI), Samsung Foundry is being viewed as a potential manufacturing partner for Anthropic's future AI accelerators.
Samsung's foundry business has operated at a loss for the past few years, but it has recently started attracting major customers. First, Tesla signed a $16.5 billion deal with Samsung Foundry to manufacture its AI6 chips and later placed additional orders for AI5 chips. More recently, Samsung reportedly received an order from Nvidia to manufacture Groq 3 LPU chips.
Starting next year, Samsung is also expected to begin manufacturing CIS (CMOS Image Sensors) for future iPhones. The company recently started shipping HBM4 memory chips to Nvidia and could begin supplying them to AMD and Google in the near future. Samsung has also become the world's first company to ship HBM4E memory chip samples to customers.