News
Samsung develops Exynos chips for data centers to compete with Broadcom
Thursday, December 25, 2025 at 09:51 AM
Samsung has shifted its strategy to develop Exynos processors specifically for data center applications, aiming to compete with Broadcom in the custom silicon market.
Context
Samsung Electronics is expanding its Exynos architecture into the data center market to challenge Broadcom’s dominance in custom AI silicon. In late 2025, the company established a dedicated Custom SoC Development Team to transition from mobile-only designs to server-grade ASICs. By developing in-house architecture for AI workloads, Samsung aims to offer hyperscalers like Google a vertically integrated alternative, leveraging its advanced 3nm and 2nm Gate-All-Around (GAA) foundry capabilities.
The move seeks to capture a slice of the lucrative custom chip market, where Broadcom currently generates over $11 billion in annual AI-related revenue. This "Second Broadcom" strategy positions Samsung as a critical secondary supplier for global tech firms looking to diversify from Nvidia. With a goal to increase AI chip sales ninefold by 2028, Samsung is integrating its high-bandwidth memory (HBM) and foundry services to deliver optimized, high-performance computing solutions starting with major production ramp-ups in 2026.
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