Anthropic, the company behind Claude AI models, has approached SK Hynix to secure high-bandwidth memory (HBM) chip supplies, essential components for modern AI hardware. SK Hynix is planning a US ADR listing that could raise up to $26.5 billion. Anthropic closed a $65 billion Series H funding round in May 2026, achieving a post-money valuation of roughly $965 billion, with SK Hynix, Samsung Electronics, and Micron Technology as strategic investors. The company also held discussions with Samsung Electronics about manufacturing 2nm chips and advanced packaging techniques, suggesting a vertical integration strategy similar to Google (TPU) and Amazon (Trainium, Inferentia).
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