It has been reported that Samsung Foundry will produce custom AI accelerators for Anthropic using the 2nm manufacturing process. While South Korea-based Newsworks claims that the two companies have reached an agreement on production, Samsung and Anthropic have not yet released a public confirmation. It is stated that the chips will be combined with Samsung’s advanced packaging technologies, but the design, intended use, production facility and mass production schedule have not been disclosed.
According to Newsworks, Samsung Electronics has received the production order for special artificial intelligence accelerators to be developed by Anthropic. The news states that the chips will be prepared with Samsung Foundry’s 2 nm production technology and the company’s advanced packaging solutions will be used. It is not yet known whether the production will be carried out in one of the facilities in South Korea or in the Taylor factory established in Texas, USA.
This claim came after reports that Anthropic and Samsung were in talks at the beginning of July. The Information reported on July 2 that Anthropic’s work on its own AI chip was in the early stages and that Samsung was being considered as one of its possible manufacturing partners. It was stated that detailed design or production work had not started at that time and the project may not be fully implemented.
New news suggests that the talks have turned into a production agreement. Despite this, there is no statement on the official channels of the parties confirming the scope, value or production schedule of the agreement. Therefore, the information that Samsung has definitely received the order should be considered as a claim based on Newsworks’ news until a statement comes from the two companies.
Samsung’s 2 nm process focuses on artificial intelligence chips
The 2nm manufacturing process, which Samsung calls SF2, uses the company’s second-generation MBCFET-based Gate-All-Around transistor technology. Samsung states that the process was developed for high-performance computing, artificial intelligence, mobile device and automotive applications. The company can also offer foundry production and 2.5D and 3D packaging solutions within the same service scope.
Advanced packaging enables processing units to operate over shorter connections with high-bandwidth memories and other components. This approach is especially important in data center accelerators prepared for training and running large artificial intelligence models. However, it has not yet been announced which memory type, connection system or packaging method will be used in Anthropic’s chip.
It is also unknown whether the chip will be used for training, inference or both workloads. There is no official information about whether Anthropic plans to use the processor in Claude services. Performance targets, energy consumption, production volume and commissioning date are also among the undisclosed details.
Samsung participated in Anthropic’s investment tour
The relationship between Samsung and Anthropic is not just based on the potential foundry deal. Anthropic announced that it raised $65 billion in the Series H investment round, which it completed on May 28, 2026, and its post-investment valuation reached $965 billion. Samsung, Micron and SK hynix were listed among the strategic infrastructure partners in the company’s statement.
Anthropic said these partnerships will help it reliably meet the growing need for computing capacity for Claude. The statement did not mention a foundry order that was confirmed to be given to Samsung. However, Samsung’s ability to both produce advanced logic chips and offer packaging services makes the company one of the possible partners for Anthropic’s custom processor project.
AI companies are turning to developing processors designed for specific workloads in addition to the general-purpose accelerators they purchase from manufacturers such as Nvidia and AMD. Custom chips, when used at scale, can provide greater control over energy consumption, processing cost and hardware procurement. Since Anthropic’s project is still in its early stages, it is not possible to draw a definitive conclusion about how these potential benefits will be reflected in the company’s infrastructure.
For Samsung Foundry, confirmation of the Anthropic order will mean that the company will gain a new artificial intelligence customer for its 2 nm production technology. Samsung previously announced a manufacturing solution for Japan-based Preferred Networks that includes the 2 nm process and I-Cube S packaging technology. The production location, volume and start date of the Anthropic agreement may become clear with the official statement from the companies.
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