Samsung Electronics and Arm are reportedly working together on a next-generation AI chip built on Samsung’s 2 nm gate-all-around (GAA) process, according to reports cited by ABMedia from outlets including TradingKey. The project is focused on a system-on-chip for on-device AI, and Arm reportedly approved the non-recurring engineering, or NRE, cost for the program in late August, marking the formal start of joint development.
The reported division of work gives Arm responsibility for the AI accelerator architecture and register-transfer level design. Samsung’s System LSI unit is said to be handling SoC design and integration using Arm’s IP, while Samsung Foundry would take charge of manufacturing, advanced packaging, and commercialization. For Samsung Foundry, the project is framed as an important step in winning a flagship customer at the 2 nm node.
One of the main questions around the project is the end customer. Industry sources cited in the report said OpenAI is a candidate, but Arm, Samsung, and OpenAI have not confirmed that claim. ABMedia also noted that Samsung has recently been active in custom AI chip efforts, and that earlier reporting had linked Anthropic with discussions around a custom 2 nm AI chip with Samsung.
Samsung Electronics and Arm are reportedly partnering on a new AI chip that would use Samsung’s 2 nm GAA (gate-all-around) process, according to financial media reports cited by ABMedia, including TradingKey. Arm approved the project’s non-recurring engineering, or NRE, cost in late August, the report said, formally kicking off joint development between the two companies.
The project is focused on an on-device AI SoC
The collaboration is centered on a system-on-chip designed for on-device AI. According to the report, Arm is supplying the AI accelerator architecture and register-transfer level, or RTL, design. Samsung’s System LSI division is handling SoC design and integration based on Arm IP, while Samsung Foundry is responsible for manufacturing, advanced packaging, and commercialization.
For Samsung Foundry, the reported deal would mark an important step in securing a flagship customer at the 2 nm node.
OpenAI named as a possible end customer, but not confirmed
A key point of market attention is the identity of the final customer. Industry sources cited in the report said OpenAI is one of the candidates for that role. Arm, Samsung, and OpenAI have not confirmed it.
Samsung has also been active in custom AI chip efforts in recent months. ABMedia noted that Chain News had previously reported that Anthropic had been in talks with Samsung about a custom AI chip built on a 2 nm process.
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