Samsung Weaves AI Into Its Core: From Office Chatbots to 2nm Chips and a $175 Million Genomics Bet

Samsung adopts ChatGPT, Gemini, Claude; partners with STMicro on auto chips, Google on 2nm AI chip; invests $175M in genome sequencing. Analysts see 77% upside.

Samsung Electronics is undergoing a quiet revolution that extends far beyond its chip factories. The South Korean conglomerate is opening its doors to third?party artificial intelligence, forging deeper ties with Google and STMicroelectronics, and betting big on precision medicine — all while its stock sits 77% below the loftiest analyst price target.

Starting 12 June, employees in Samsung’s Device?eXperience division will be allowed to use ChatGPT, Google Gemini Enterprise and Anthropic Claude for coding, translation and data analysis. The move, which follows a pilot with 2,500 staff, does not replace the in?house Samsung Gauss model; rather, it supplements it. Co?CEO Roh Tae?moon called the policy shift a “fundamental starting point” for changing work methods and boosting execution speed. Meanwhile, an “AX Bootcamp” will train 2,300 managers by August, with the entire workforce targeted by end?2026. The week culminates in a visit from OpenAI chief Sam Altman, who arrives at Samsung’s Suwon headquarters on 15 June to discuss further collaboration and memory?chip supply for large?scale AI projects.

While the software side gets a refresh, Samsung’s hardware ambitions are also making headway. Chairman Lee Jae?yong — on his sixth overseas trip this year — has been in Italy, where he agreed a strategic partnership with the country focused on semiconductors and AI. A key element is joint work with STMicroelectronics on automotive microcontrollers and power chips. The Harman subsidiary, meanwhile, is expanding its infotainment business with luxury marques Ferrari and Maserati, including OLED supply.

In the foundry business, Google is in talks with Samsung Foundry to produce components for a new AI chip codenamed “Icefish”. Samsung will manufacture a specialised 2?nanometre memory device, while TSMC handles the compute unit. Market observers view the deal as a significant win for Samsung, whose 2nm process now boasts a yield above 60%. With additional orders from Nvidia and Tesla, the chip division is expected to return to profit in the third quarter of 2026.

The company is also ploughing resources into life sciences. Samsung Electronics has become the largest shareholder in Element Biosciences, injecting $175 million into the US developer of genome?analysis technology. Element’s DNA sequencing boasts nearly 100% accuracy, and Samsung plans to integrate its data with the Galaxy Watch and Samsung Health ecosystem, using the company’s own AI to aid medical diagnosis.

The market’s response has been measured. On Thursday, Samsung shares slipped 1.16% to 299,000 won on the Korea Exchange, paring back some of the recent rally. The stock has lost nearly 15% over the past seven days, though it remains up 133% year?to?date — well above its long?term average. Analysts at KB Securities and NH Investment & Securities hold firm with a target of 530,000 won, implying 77% upside. Their confidence rests on a second?quarter operating profit expectation of roughly 90 trillion won — a nineteen?fold increase from a year earlier — driven by DRAM and NAND prices that have each climbed around 60%.

Whether that gap closes will partly depend on the US Federal Reserve’s meeting on 16–17 June, which could sway sentiment across the technology sector. For now, Samsung’s narrative is one of a company betting on AI at every level — from the keyboards of its engineers to the chips in its foundries and the data streams of its health wearables.