Anthropic Reportedly Talks Custom AI Chips with Samsung; NVIDIA and Chip Stocks Slide
- The Information reports Anthropic is discussing custom AI-chip manufacturing with Samsung
- Semiconductor shares including NVIDIA fell on the report
- Big AI labs designing their own silicon shakes the supply-chain map
- The foundry battle directly involves Taiwan's and Korea's chip industries
Another domino in AI labs' custom-silicon push: The Information reports Anthropic is in talks with Samsung Electronics to manufacture its own AI chips, knocking NVIDIA and other chip stocks lower on the day. The market's logic is simple—every step a major customer takes toward in-house silicon shaves the GPU king's long-term pricing power. The foundry angle matters most: an Anthropic order would tear an opening in TSMC's dominance of leading-edge manufacturing, giving Samsung the marquee win its yield-questioned advanced nodes need.
For Taiwan, the stakes run through TSMC, OSATs and components alike. Custom-chip trends hurt the GPU leader short-term but expand total leading-edge and advanced-packaging demand long-term—what matters is where orders land. Watch whether talks convert, the process node, and which AI lab moves next.