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The full thread of our Samsung coverage — a running record of every development we've tracked, with the VC take on each.

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Jun 29, 2026
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  1. AIAnthropic Is Discussing a New Custom AI Chip With Samsung→
  2. BIG TECHSouth Korea's Chip Giants Pledge $550B-Plus to End 'RAMageddon'→

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AIEarly-stage chip talks

Anthropic Is Discussing a New Custom AI Chip With Samsung

Anthropic is in early discussions with Samsung to develop a custom AI chip, The Information reported July 2, though the companies have not finalized specifications, use cases, or how powerful the chip would be. The move follows OpenAI's custom inference processor 'Jalapeño,' announced the prior week through a partnership with Broadcom, and comes as Anthropic separately explores ways to address chip shortages it flagged as early as April 2026.

Jul 2, 2026
BIG TECH$550B+

South Korea's Chip Giants Pledge $550B-Plus to End 'RAMageddon'

Samsung, SK Hynix and other South Korean firms committed well over $550 billion toward new memory fabs, HBM packaging and AI data centers to relieve the global memory shortage the industry has dubbed 'RAMageddon.' The plan includes roughly $518 billion for four new memory fabs in the country's southwest and $52 billion for an HBM packaging hub, a national-scale answer to AI's voracious appetite for DRAM.

Jun 29, 2026