Samsung ships next-gen AI chips, stock market keeps climbing — ride the semiconductor wave
Samsung just started shipping its most advanced AI memory chips to customers, sending its stock up 6%. Meanwhile, the S&P 500 is on a nine-week winning streak powered by relentless demand for AI technology — ignoring the usual 'sell in May' playbook.
Idea
Samsung shipping its next-generation HBM4E memory chips is the latest proof that AI hardware demand isn't slowing down — it's actually moving to the next generation. These chips are the brains behind AI data centers, and every major tech company is racing to buy them. The S&P 500 has climbed for nine straight weeks almost entirely because of this AI investment cycle. As long as that spending keeps accelerating, the companies that make the picks and shovels — the chipmakers — should keep marching higher.