Samsung ships next-gen AI chips and Dell's AI revenue just exploded — ride the semiconductor wave
Samsung just started shipping its next-generation AI memory chips to customers, sending its stock up 6%. Meanwhile, Dell reported that its AI server revenue surged 757% last quarter, showing that companies are spending massively on AI hardware.
Idea
Samsung's new HBM4E memory chips are the latest sign that the AI hardware buildout is accelerating — not slowing down. These chips are essential for training and running large AI models, and Samsung shipping samples means production is close. At the same time, Dell just proved the demand is real: its AI server revenue exploded 757% in a single quarter. When the biggest chipmakers are innovating and the biggest server builders are seeing astronomical growth, the entire semiconductor supply chain benefits. A broad semiconductor ETF lets you capture this wave without betting on just one winner.