Samsung Could Make Advanced Chips for AI Startup Anthropic

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Samsung’s foundry business is seeing solid momentum in customer acquisition, though it fails to recover profitability. The company may now make chips for another major client, Anthropic, the firm behind Claude. This hint comes from the AI firm’s recent funding announcement.
Samsung has joined Anthropic as a strategic infrastructure partner
Anthropic has raised $65 billion in Series H funding, reaching a post-money valuation of $965 billion. Samsung participated in this investment round as a “strategic infrastructure partner,” alongside Micron and SK Hynix. The Claude maker said these partners’ “technologies play a critical role in the world’s supply of memory, storage, and logic chips.”
Interestingly, the mention of “logic chips” suggests possible cooperation in chip manufacturing. Logic chips are the processors that run computations in AI systems. Unlike SK Hynix and Micron, which mainly supply memory chips, Samsung also operates a foundry business.
“As demand for Claude continues to grow, these relationships will help us scale our compute reliably at the pace our customers need,” said Anthropic. All things considered, the industry watchers believe there could be a cooperation between Anthropic and Samsung in the foundry space.
According to a semiconductor industry official, Samsung’s latest investment is not just a simple equity stake in an AI company. It signals that the Korean giant is actively expanding strategic relationships with key players in the AI era.
For Samsung, winning new chip orders would give its foundry business a big boost. The division has suffered losses in recent years, mainly due to strong competition with industry leader TSMC. However, the rapid growth of AI is creating new opportunities for the Korean firm.
Speaking of major deals, Samsung Foundry secured orders for Tesla’s next-gen AI chips, the AI5 and AI6. The unit is also involved in making Nvidia Groq 3 LPU (Language Processing Unit), a dedicated inference accelerator. Hopefully, it will also ink a deal with Anthropic for chip manufacturing in the future.
















