Samsung reportedly in talks to make 2nm AI chips for Anthropic and Meta - SamMobile

Samsung Foundry is reportedly in talks with AI companies Anthropic and Meta to produce 2nm AI chips, marking a strategic expansion in the AI chip manufacturing sector. Meta is developing its third-gen... Read original →

Samsung Foundry’s push into 2nm AI chip production triggers vertical integration across the AI hardware stack. Meta and Anthropic’s in-house ASICs reduce reliance on NVIDIA GPUs while demanding tighter co-design with HBM and DRAM—giving Samsung, with its dual logic-and-memory prowess, a unique edge as the only non-Taiwan, China supplier offering end-to-end solutions. However, 2nm yield ramp challenges, soaring EUV layer counts, and U.S. export controls on equipment servicing could inflate client trial costs. TSMC, though capacity-constrained, retains stickiness via its 3DFabric ecosystem, likely prioritizing NVIDIA and AMD with CoWoS-L, pushing secondary players toward Samsung. Over the next 18 months, AI data centers will shift from 'compute-first' to 'supply-chain sovereignty-first,' accelerating U.S.-led efforts to build Taiwan, China-diversified alternatives. If Samsung leverages Tesla, Groq, and BYD orders to amortize 2nm capex, it could capture over 30% of the AI accelerator foundry market by 2027.