Samsung, one of the world’s largest chip manufacturers, is preparing to produce for Anthropic, the developer of the artificial intelligence model named Claude. Anthropic attracts attention with its artificial intelligence technologies that compete with giants such as OpenAI and Google.

Anthropic raised its valuation to $965 billion by raising $65 billion in funding in its recent Series H investment type. This type of investment also includes important technology companies such as Samsung, Micron and SK Hynix.

Strategic investment and chip production expectation

Anthropic emphasizes that its investors, including Samsung, Micron and SK Hynix, play a critical role in the supply of memory, storage and logic chips. Expectations in the field are that Samsung can position itself not only as a memory supplier but also as a contract chip manufacturer for Anthropic’s artificial intelligence accelerators.

While Micron and SK Hynix operate as pure memory manufacturers, the Samsung Foundry unit has the necessary foundry capabilities for logic chip production. The fact that Anthropic specifically refers to logic chips, which include CPU, GPU and artificial intelligence chips, shows that Samsung is the strongest candidate for this subsidiary.

Although Samsung’s foundry unit has been making losses in recent years, it draws attention with major projects such as the $16.5 billion AI6 and AI5 chip agreement it signed with Tesla. The company also received an order to produce Groq 3 LPU chips for Nvidia.

Expanding production capacity and new technologies

Samsung plans to start producing CMOS image sensors for iPhone models starting next year. The company also ships HBM4 memory chips to Nvidia and aims to provide similar supplies to AMD and Google.

Samsung, which sent HBM4E memory chip samples to its customers for the first time in the world, is trying to defend its leading position in chip technologies. In light of these developments, Samsung is expected to strengthen its established capacity with new artificial intelligence-focused collaborations.

How do you think Samsung’s investments in this field will change the stability in the artificial intelligence market?