# Samsung ships next-gen AI chips and the market keeps climbing — ride the semiconductor momentum

_AI-generated trading idea · LONG · AMD, AVGO, NVDA, SMH_

> Canonical page: https://commonquant.ai/research/for-you/samsung-ships-next-gen-ai-chips-and-the-market-keeps-climbin--d5b234a4-bbda-42c6-82e7-28c0c64ef095

Samsung just started shipping its newest AI memory chips to customers worldwide, sending its stock up 6%. The broader stock market is also on a 9-week winning streak, powered almost entirely by AI-related investments.

## Idea

Samsung's new HBM4E chips are the latest generation of high-bandwidth memory built specifically for AI data centers. This isn't a future promise — the chips are shipping to real customers now, which means AI hardware spending is accelerating. LG Electronics also surged 24% on AI-powered automotive tech with Google. Meanwhile, the S&P 500 is on its 9th straight weekly gain entirely driven by the AI trade. The companies that make the picks and shovels for this buildout — the chip designers and memory manufacturers — are the direct beneficiaries, and the momentum shows no sign of stopping.

## Key details

- Symbols: AMD, AVGO, NVDA, SMH
- Timeframes: daily
- Tags: \#semiconductors, \#AI, \#momentum, \#growth

## Community

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## News sources

- [Samsung's shares surge as much as 6% company ships next-generation AI memory chip samples](https://www.cnbc.com/2026/05/29/samsung-hbm4e-chip-samples-ai-memory.html) — CNBC
- [Sell in May Proves to Be a Losing Trade in US Stocks](https://www.bloomberg.com/news/newsletters/2026-05-29/sell-in-may-proves-to-be-a-losing-trade-in-us-stocks) — Bloomberg

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