What is Samsung's foundry business?

It is the division within Samsung Electronics that manufactures custom chips designed by other companies. Samsung is trying to expand this business to become a bigger supplier of such processors.

Which companies have already committed to using Samsung foundry services?

Tesla has already won a deal with Samsung. Meta Platforms and Anthropic are reportedly considering Samsung for processors but have not been confirmed as committed customers.

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Samsung Foundry eyes bigger custom-chip role after Tesla win

DIGITIMES Asia5h ago2 min read

Key takeaway

Samsung Electronics is attempting to grow its foundry business—the division that manufactures custom chips for other companies—following a win with Tesla. Meta Platforms and Anthropic are now considering using Samsung for their own chip production, suggesting the company may become a larger player in custom semiconductor supply for tech companies.

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3 Key Points

What happened
Samsung Electronics is working to expand its foundry business (the division that manufactures custom chips for other companies) and has already won a deal with Tesla. Meta Platforms and Anthropic are now reportedly considering Samsung for processors, according to Seoul Economic Daily.
Why it matters
A stronger foundry business would position Samsung as a significant supplier of custom chips, potentially diversifying its revenue beyond memory chips. For companies like Meta and Anthropic that design their own AI processors, having Samsung as an alternative supplier could reduce dependence on a single foundry partner.
What to watch
The extent to which Meta and Anthropic actually move forward with Samsung. This will signal whether Samsung can establish itself as a credible second or alternative source for advanced chip manufacturing in a market where capacity and capability are closely watched.

FAQ

What is Samsung's foundry business?: It is the division within Samsung Electronics that manufactures custom chips designed by other companies. Samsung is trying to expand this business to become a bigger supplier of such processors.
Which companies have already committed to using Samsung foundry services?: Tesla has already won a deal with Samsung. Meta Platforms and Anthropic are reportedly considering Samsung for processors but have not been confirmed as committed customers.

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