Samsung's 49-inch Odyssey QD-OLED gaming monitor delivers top-tier gaming performance without the ultra-high price

Anthropic is in talks with Samsung to manufacture a custom AI chip

Anthropic is in early-stage talks with Samsung Electronics to explore manufacturing a custom AI chip, though no design has been finalized and the company hasn't committed to the effort. Anthropic confirmed its compute strategy still centers on chips from Google, Amazon, and Nvidia. The move follows a Reuters report from April about Anthropic exploring custom silicon as Claude's compute demands grow, and is reinforced by the hire of Clive Chan, who helped build OpenAI's custom chip program. OpenAI recently unveiled its own Broadcom-built inference chip, while Amazon and Google already offer custom silicon. With Anthropic's annualized revenue surpassing $30 billion, the economics of custom chips are becoming increasingly attractive, and the broader industry trend away from total Nvidia dependence is accelerating.

Anthropic is discussing a new custom chip with Samsung

Anthropic is in early discussions with Samsung to develop a custom AI chip, though key details like its purpose, server integration, and power specifications remain undecided. The move follows OpenAI's recent announcement of its own custom inference chip 'Jalapeño' built with Broadcom. Anthropic confirmed its compute strategy will continue relying on chips from Google, Amazon, and Nvidia, but declined to comment on the Samsung partnership specifically. The trend reflects AI companies' broader push to reduce dependence on Nvidia and develop hardware tailored to specific workloads.

South Korea AI investment: $880bn for chips and robots

Hàn Quốc công bố kế hoạch đầu tư 880 tỷ USD vào AI trong thập kỷ tới, tập trung vào ba lĩnh vực chính: chất bán dẫn, trung tâm dữ liệu AI và robot vật lý (bao gồm robot hình người). Samsung và SK Hynix sẽ xây dựng hai nhà máy sản xuất chip mới tại Gwangju và Jeolla, trong khi các tập đoàn SK Group, GS Group và Naver đầu tư 18,4GW công suất trung tâm dữ liệu AI đến năm 2035.

Lập trình viên nên đọc để hiểu cách các công ty hàng đầu thế giới như Samsung và Naver tích hợp trí tuệ nhân tạo vào hạ tầng vật lý—từ vi xử lý đến robot hóa—và cách đó sẽ định hình tương lai của các ứng dụng AI thực tế, từ cloud đến IoT.

Memory manufacturers sued due to alleged price and supply fixing

Samsung, SK Hynix, and Micron are facing a federal class action lawsuit alleging they coordinated to exit DDR3 and DDR4 RAM production in favor of high-bandwidth memory (HBM) for AI data centers, artificially inflating consumer RAM prices by around 700% over four years. The lawsuit, filed by antitrust firm Bathaee Dunne LLP, argues the move defied economic logic and that high barriers to entry ($15–20B for fabrication) prevent new competitors from entering the market. The memory shortage has already forced Valve, Xbox, Nintendo, and Sony to raise hardware prices or adjust forecasts.

SK Hynix, Samsung and Micron sued over allegations of "concerted anticompetitive behaviour" in DRAM market

SK Hynix, Samsung, and Micron face a class action lawsuit in the Northern District of California alleging coordinated anticompetitive behavior in the DRAM market. The lawsuit claims the three chipmakers conspired to exit DDR3/DDR4 consumer DRAM production and pivot to high-bandwidth memory (HBM) for AI data centers, artificially restricting supply and fixing prices since 2022. Conventional DRAM prices have risen roughly 700% over four years. Lawyers point to Micron shutting down its consumer Crucial DRAM brand at its most profitable point as evidence. The filing also references a prior criminal price-fixing conspiracy involving the same companies between 1998 and 2002. The downstream effects include price increases for gaming hardware from Sony, Microsoft, Nintendo, and Valve.

South Korean tech giants commit over $550B to ease ‘ RAMageddon’

Samsung and SK Hynix, the world's two largest memory chip makers, have committed to invest over $900 billion combined in new semiconductor fabs, HBM packaging hubs, and AI data centers across South Korea. The announcement was made at a presidential briefing and is part of a national strategy to position South Korea as a leading AI industrial power. Four new memory fabs will be built in the historically underinvested southwestern region, while SK Group plans 15 gigawatts of AI data center capacity nationwide. The investments are driven by 'RAMageddon' — a global memory chip shortage fueled by surging AI demand — though analysts note that fab construction timelines risk missing the demand window.

Samsung’s $647bn home investment heads for the chip-starved southwest

Samsung is expected to announce a 1,000 trillion won ($647.5bn) investment in South Korea over the next decade, with roughly 300 trillion won earmarked for chip factories in the country's southwest — a region historically excluded from the semiconductor boom. The announcement is set for June 29 at the presidential office, where SK Hynix executives will also present their own investment plans. The broader portfolio covers AI data centers, batteries, and displays. The figure comes from media reports rather than an official Samsung statement, and the decade-long timeframe means annual spending aligns more closely with Samsung's existing capex than the headline number suggests. The event is as much a political statement as a financial one, with Seoul pressing its national champions to build domestically amid surging AI-driven demand for high-bandwidth memory.