Anthropic is also developing its own AI chips! Has sought supply from SK Hynix.
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Anthropic has submitted supply requests to SK Hynix for manufacturing its self-developed semiconductors.
SK Group Chairman Chey Tae-won revealed this news while sharing the stage with Anthropic CEO Dario Amodei at an AI event in San Francisco, stating that the AI developer’s ambitions in chip development are "remarkable."
Previously, Anthropic announced a $50 billion data center investment plan and was reported to be exploring self-developed chips.
Directly seeking support from suppliers means in-house chip development is moving from planning to execution.
Intent for Compute Autonomy
Anthropic’s layout for computing power began in November 2025, when the company announced a $50 billion investment, partnering with Fluidstack to build data centers in Texas and New York specifically designed for AI workloads.
In April 2026, Anthropic’s plan for self-developed chips emerged, covering ASIC and GPU directions, aiming to reduce reliance on external chip suppliers as global compute power remains in short supply.
Similar paths of vertical integration are common among Silicon Valley giants: Google has TPU, Amazon has Trainium, and Meta is heavily investing in custom hardware. Now, Anthropic has joined this lineup.
SK Hynix: Investor and Supplier
In recent years, SK’s strategic focus has gradually shifted toward AI infrastructure and semiconductor development, with SK Hynix being a global leader in high-bandwidth memory (HBM) manufacturing—such chips are indispensable for large-scale AI training.
In May 2026, SK Hynix participated in Anthropic’s Series H financing alongside Samsung and Micron; on July 10, SK Hynix completed its Nasdaq listing with a valuation of $26.5 billion, as the market is already pricing in the critical position of memory chip suppliers in the AI supply chain.
Chey Tae-won’s statement came shortly after SK Hynix’s IPO, in the same period as Korean President Lee Jae-myung’s visit to Silicon Valley for an AI summit, and the announcement of several technological cooperation deals including Nvidia’s agreements with Korea’s Naver and SK Group.
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