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Samsung Foundry to Manufacture Anthropic AI ASIC on 2 nm Node

October 12, 2026 -

Samsung Foundry may be on the verge of securing a significant deal with AI lab Anthropic to manufacture AI accelerators. According to the latest report, Anthropic is developing its custom AI accelerator on Samsung's SF2 2 nm node, which will initially be produced in a lower volume of around 200,000 chips. The design and implementation of this ASIC are being handled by Broadcom, targeting around 4,000 TOPS of INT8 compute, with a TDP of 1,300 W per chip. This will be supported by either 192 GB of HBM3E or even 288 GB of HBM3E, if the design allows. The current production volume is low, as ASIC projects are typically counted in millions of chips. However, Anthropic is likely evaluating the project's viability, which requires a complete custom infrastructure with networking, rack design, power supply, cooling, and many other factors.

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