The Samsung 2x Long ETF (HKEX: 07747) opened sharply higher, gaining over 3%. At the time of writing, it is up 3.66% to HK$127.5, with a trading volume of HK$15.67 million.
This significant move follows a market report citing multiple informed sources. The report indicates that Anthropic, an AI model developer, has initiated planning for its own AI chip project and is in discussions with Samsung Electronics regarding potential manufacturing collaboration.
The project is currently in its early stages, focusing on defining chip specifications, performance metrics, and server deployment strategies. It has not yet progressed to the detailed design, testing, or mass production phases.
This development signals a growing trend among AI model developers to expand their reach into areas such as chip design, data centers, power infrastructure, and cloud services. The goal is to reduce reliance on external supply chains.
Specifically, the report states that Anthropic is evaluating the use of Samsung's 2-nanometer manufacturing process along with advanced packaging technology. The 2nm process is expected to enhance transistor density and energy efficiency, while advanced packaging integrates the computing chip with high-speed memory more closely, improving data transfer efficiency within GPUs.
Securing such a contract would be a significant win for Samsung Electronics. The company has been actively developing its foundry business in recent years, aiming to close the gap with its primary competitor, TSMC. With the demand for AI chips currently outstripping TSMC's advanced production capacity, Samsung sees an opportunity to promote its 2nm manufacturing capabilities to a broader client base.
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