Samsung may be lining up two of the biggest names in artificial intelligence as customers for its most advanced chipmaking technology.
According to a report from SamMobile, surfaced via Google News, Samsung is reportedly in talks to manufacture 2nm AI chips for Anthropic and Meta. The "2nm" label refers to a cutting-edge manufacturing process — broadly, the smaller the number, the more transistors a chip can pack into the same space, which generally means better performance and power efficiency. That matters enormously for AI, where the cost and speed of running large models depends heavily on the underlying silicon.
The report frames this as talks rather than a finalized deal, so nothing is confirmed. But the mere fact that Anthropic and Meta are named as potential customers is notable. Both companies are pouring resources into AI, and securing advanced chips is one of the industry's central bottlenecks.
For Samsung, landing marquee AI clients for its foundry business would be a meaningful win. The company's contract chipmaking arm has been working to close the gap with rivals at the leading edge of the market, and high-profile AI customers would validate its 2nm technology.
Because the details come from a single report of ongoing discussions, specifics such as timelines, volumes, and financial terms are not established here, and neither the companies involved nor Samsung have publicly confirmed the arrangement in this source.
Why it matters: if the talks lead anywhere, they would signal that AI leaders are broadening where they source their most advanced chips — a shift that could reshape the competitive landscape for the silicon powering the AI boom.