Samsung ships next-gen AI memory chips as chip prices surge — accumulate AI memory leaders like Micron
Samsung just started shipping its next-generation AI memory chips (HBM4E) to customers worldwide, sending its stock up 6%. At the same time, chip prices are climbing globally as AI investment booms, and a major bank says AI spending is still underestimated — another memory giant just crossed a $1 trillion valuation.
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Samsung shipping its most advanced AI memory chips confirms that the next upgrade cycle for AI data centers is kicking into gear. When a major chipmaker starts sending samples, it usually means volume production and revenue follow within a few quarters. Bloomberg reports that chip prices are soaring partly because of this AI investment boom, and China's export data shows the inflationary pressure is real. With Micron already valued at $1 trillion and one bank calling AI 'underhyped,' the entire AI memory supply chain — Micron, SK Hynix, Samsung — could keep climbing as demand outstrips supply.