Samsung ships next-gen AI chips, Anthropic hits $965B — ride the semiconductor wave higher
Samsung just started shipping its next-generation AI memory chips to customers and its stock jumped 6%. The S&P 500 is on its 9th straight week of gains driven by the AI boom, and AI company Anthropic just reached a $965 billion valuation — surpassing rival OpenAI.
Idea
The AI investment wave is showing zero signs of slowing down. Samsung just began shipping its cutting-edge HBM4E memory chips — the kind of hardware that powers the biggest AI systems — and its stock jumped 6% on the news. Meanwhile, AI startup Anthropic just surpassed OpenAI with a staggering $965 billion valuation, and the S&P 500 has been climbing for nine straight weeks largely thanks to the AI trade. When the biggest companies in the semiconductor supply chain start delivering next-generation products and money keeps flooding into AI startups, the chipmakers that supply the picks and shovels stand to keep benefiting. Funds like SMH give you broad exposure to the whole semiconductor sector, while names like Nvidia and AMD let you concentrate on the AI leaders directly.