Samsung Foundry Seeks Meta, Anthropic ASIC Deals; Eyes Return to Profit in Q4

Samsung Electronics is stepping up its push into the global AI chip foundry market, according to ME News on July 3 (UTC+8). After securing Tesla's AI chip orders last year, the company is now working to expand custom ASIC production partnerships with Meta and Anthropic. Meta is said to be in talks with Samsung on a next-generation ASIC design-and-manufacturing agreement valued at more than 10 trillion won. Meta's third-generation AI accelerator, MTIA, is expected to move from TSMC to Samsung's leading 2nm process for mass production. Samsung's System LSI division reportedly participated in early architecture work to match Meta's six-month development cycle. U.S.-based AI firm Anthropic is also evaluating Samsung's 2nm node for developing proprietary ASICs as it seeks to bring more of its AI infrastructure in-house. Industry sources said demand from global tech companies is lifting AI chip orders, while Samsung continues discussions with BYD on automotive foundry supply. Order backlog for Samsung's foundry business could approach 50 trillion won over the medium to long term, with profitability expected to turn positive in the fourth quarter this year. (Source: ChainCatcher)