Samsung Foundry has secured a manufacturing order from Claros to produce power-management chips for AI data centers...

Samsung Foundry has secured a manufacturing order from Claros to produce power-management chips for AI data centers (Digitimes). This design win signals growing trust in Samsung's advanced process technology for high-performance applications, particularly in the AI infrastructure segment. The partnership highlights Samsung's strategy to diversify its foundry customer base beyond mobile and memory. While financial terms were not disclosed, the deal is expected to contribute to Samsung's foundry revenue starting in late 2026 or early 2027. The order also implies increased demand for power management in AI data centers, a key component for energy-efficient operation of GPUs and accelerators. Competitor TSMC may face slight competitive pressure, while NVIDIA, as a major AI data center player, could benefit from a more robust supply chain. Samsung's stock responded positively after the news. This win builds on Samsung's recent foundry momentum, though execution risks remain given the complex manufacturing requirements.