NuAxiSemiconductor trade intelligence

RT NEWS: 👀 Following OpenAI's Jalapeño chip unveiling with Broadcom, #Anthropic is reportedly exploring its own custom AI chip—and is said to be ...

What happened

Anthropic is exploring a custom AI chip and in talks with Samsung for 2nm foundry and advanced packaging. This follows OpenAI's Broadcom collaboration. This signals potential future demand for advanced packaging capacity and Samsung's 2nm node.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

Custom AI ChipAdvanced Packaging

Samsung ElectronicsAnthropic

AI ChipFoundry2nm

Source and time

Source: TrendForce Official (Market Data) · 7/2/2026 · View original source

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RT NEWS: 👀 Following OpenAI's Jalapeño chip unveiling with Broadcom, #Anthropic is reportedly exploring its own custom AI chip—and is said to be ...

What happened

Impact and signal

Affected components and suppliers

Source and time

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