SK hynix (000660.KS) and Samsung Electronics (005930.KS) After Anthropic’s S-1: What a $637bn Compute Order Book Means for Korean Memory
Anthropic’s S-1 lists $637bn of compute commitments to 2036 and names SK hynix and Samsung as HBM makers. Korean memory’s share: 2.1% to 6.1% of SK hynix sales.