Anthropic's self-developed AI chip plan triggers sharp decline in US semiconductor stocks! SanDisk plunges 12%, Nasdaq 100 turns down over 1%.

Reports indicate that Anthropic has begun early work on developing its own AI chips and has held talks with Samsung regarding potential manufacturing partnerships, causing shares of U.S. semiconductor companies to fall during Thursday's trading session and turning the Nasdaq 100 from gains to losses. U.S. stocks initially rose in early trading due to weak non-farm payroll data.

According to The Information, Anthropic PBC is in talks with Samsung Electronics to collaborate on the latter serving as the manufacturing partner for its custom AI chips. Anthropic's chip plans remain in the early stages, and the company has not yet determined the specific use case, performance targets, or how the processor will be integrated into servers.

Anthropic told The Information that Amazon's Trainium chips, Google's TPUs (Tensor Processing Units), and Nvidia's GPUs will remain core components of the company's computing strategy in the future.

Following the news, semiconductor company shares declined during Thursday's trading. The Nasdaq 100 fell 1.3%, and the Philadelphia Semiconductor Index fell 4.3%. SanDisk plunged 12%, Western Digital fell 7.5%, Micron fell 4.3%, AMD fell 3.9%, Intel fell 2.9%, and Nvidia fell 1.3%.

European chip stocks also broadly came under pressure: ASML fell over 3%, ASM International fell over 3%, BE Semiconductor Industries fell over 3%, Aixtron fell over 3%, and Nokia fell 4.1%.

With surging demand for AI services, major AI companies are seeking to diversify their chip supply to meet growing computing needs. Last month, OpenAI released its first custom AI chip developed in collaboration with Broadcom. The generative AI company aims to improve overall computing efficiency by customizing the key hardware needed to run its models.

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