Anthropic Asks SK Hynix for Chip Supplies as Samsung Wins $200B Broadcom Deal

Two major semiconductor deals reveal AI companies racing to secure their own custom chip supply chains.

Samsung Electronics secured a contract worth more than $200 billion to manufacture chips for Broadcom Inc., one of the largest semiconductor supply agreements disclosed publicly. The five-year deal runs through 2030 and centers on Samsung's most advanced 2-nanometer and below process technologies, targeting the surging demand for AI infrastructure hardware. Separately, AI startup Anthropic has approached SK Hynix — one of the world's largest memory chip producers — requesting supplies to help it develop its own semiconductors. The disclosure came from SK Group Chairman Chey Tae Won, who made the remarks while appearing on stage alongside Anthropic CEO Dario Amodei. Together, the two developments reflect a broader shift in the AI industry: major AI developers are moving to secure dedicated chip supply chains rather than relying solely on established suppliers like Nvidia, while chipmakers are competing aggressively for long-term contracts tied to AI infrastructure buildout.

Why it matters

These deals signal that AI companies are investing heavily in custom silicon and long-term supply agreements, reshaping how the semiconductor industry allocates its most advanced manufacturing capacity. The scale of the Samsung-Broadcom contract alone — $200 billion over five years — illustrates the enormous capital being committed to AI hardware.

What's next

Watch for further announcements on whether Anthropic proceeds with in-house chip development and whether other AI firms pursue similar supply or manufacturing arrangements.

Key facts

• Samsung won a chip manufacturing contract with Broadcom valued at more than $200 billion
• The Samsung-Broadcom deal spans five years, running through 2030
• The contract focuses on Samsung's 2-nanometer and below semiconductor process technologies
• Anthropic has asked SK Hynix to supply materials to help manufacture its own chips
• SK Group Chairman Chey Tae Won disclosed the Anthropic request while on stage with Anthropic CEO Dario Amodei
• SK Hynix is one of the world's largest memory chip manufacturers

Bias & framing notes

Both sources come from Biztoc aggregation and are brief, with limited context or independent corroboration. The Samsung-Broadcom deal is reported as a concluded contract, while the Anthropic-SK Hynix detail relies on a single public statement from the SK Group chairman. Neither source includes comment from all parties involved, and the Anthropic chip-development detail is sourced solely from a third-party executive's public remarks rather than Anthropic directly.

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