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