Samsung Foundry plans to win orders from Meta and Anthropic, and is expected to turn a loss into a profit in the fourth quarter

Comparatively, according to Korean media reports, Samsung Electronics' foundry business is increasing its share in the global AI chip market at an accelerated pace. Following the acceptance of Tesla's AI chip order last year, Samsung is currently promoting customized chip (ASIC) production cooperation with Meta and Anthropic.

According to reports, Meta is negotiating a contract with Samsung for the design and production of next-generation ASICs worth over 10 trillion won. Meta's third-generation AI accelerator “MTIA” plans to switch from TSMC to large-scale mass production using Samsung's most advanced 2 nm process, and the Samsung System LSI division will jointly design the early chip architecture to match its rapid 6-month generation R&D cycle. Additionally, American AI company Anthropic is also evaluating the development of a proprietary ASIC using Samsung's 2nm process to further internalize its AI infrastructure.

Industry insiders pointed out that with the concentrated influx of AI chip orders from global tech giants and the automotive chip foundry agreement currently being negotiated with BYD (BYD), the medium- to long-term order reserves for Samsung's foundry business are expected to approach 50 trillion won, and it is expected to turn operating profit into profit in the fourth quarter of this year.