Samsung ships next-gen AI chips, S&P on 9-week win streak — ride the semiconductor wave
Samsung just started shipping its next-generation HBM4E AI memory chips to customers, sending its stock up 6%. Meanwhile, the S&P 500 is on track for its ninth straight week of gains, powered almost entirely by AI-related investing.
Idea
Samsung shipping its most advanced AI memory chip to global customers is a concrete sign that the next wave of AI hardware is arriving — and companies that build the tools around it are positioned to benefit. The broader market confirms the appetite: the S&P 500 is on a nine-week winning streak driven by AI, and Anthropic just hit a $965 billion valuation. That kind of sustained demand for AI infrastructure tends to lift semiconductor stocks across the board. Buying a chip ETF like SMH lets you capture the whole supply chain rather than betting on a single winner.