According to Korean media reports, Samsung Electronics is becoming the core production base of self-developed AI chips (ASICs) for global technology giants (including Tesla, Anthropic and Meta), and its long-term backlog of orders is expected to approach 50 trillion won (approximately RMB 221.5 billion).

Samsung receives 10 trillion won OEM orders from Meta

According to industry sources, Meta is cooperating with Samsung OEM to promote the design and production of next-generation ASICs worth more than 10 trillion won (approximately RMB 44.3 billion).

The first and second generations of Meta's self-developed AI accelerator "MITA" were previously mass-produced by TSMC, but since the third generation launched this year, the company has chosen Samsung Foundry as its partner.

According to reports, Meta’s third-generation MTIA plans to use Samsung’s leading 2-nanometer process to achieve large-scale mass production with hundreds of thousands of units.

Currently, Meta is evaluating plans to enter the "cloud service" business, that is, leasing its AI computing infrastructure to external companies, and MTIA is expected to serve as the core chip of this business.

Meta aims to build a data center with a total installed capacity of 5 gigawatts (GW) by the end of 2030, so it cannot rely solely on external chips. To this end, Meta plans to establish an ultra-high-speed development system,A new generation of chips is launched every six months, and will upgrade from third-generation chips to fifth-generation chips next year.

However, although Meta itself also has an independent artificial intelligence chip design company, the company believes that achieving extremely fast research and development progress with a six-month cycle will exceed the capabilities of its internal team. Therefore, Meta has established a cooperation framework with Samsung Electronics' System LSI business unit, which will focus on chip design.

Meta is currently conducting joint development work with Samsung System LSI in the early stages of chip architecture design.

Samsung is becoming the core production base of technology giant ASIC

Earlier in the day, there were reports that American artificial intelligence startup Anthropic is also using Samsung's 2-nanometer process to develop ASIC chips.

Similar to Meta, Anthropic also has long-term plans to build a self-owned AI data center of approximately 1 GW, with an investment scale expected to reach approximately US$50 billion (approximately RMB 339 billion).

The industry expects that about half of this total investment will be used for chips, which means that its investment in semiconductor fields such as ASIC, DRAM and NAND flash memory alone will reach approximately US$25 billion (approximately RMB 169.5 billion).

Analysts believe this is part of Meta and Anthropic's "AI infrastructure internalization" strategy to reduce reliance on external chips such as Nvidia's GPUs and Google's TPUs. Because Samsung Electronics has complete semiconductor capabilities covering memory, wafer foundry and packaging, it is considered to be the biggest beneficiary of this industry trend.

A Korean industry official said:

"Starting from Tesla's AI chip order last year, orders for AI server semiconductors received by Samsung's foundry have entered a stage of rapid growth... The current order backlog of Samsung's foundry business has reached approximately 50 trillion won, and operating profits are expected to be achieved in the fourth quarter of this year."