005930.KS is trading 10.2% up at KRW 349,250 following a new AI partnership with Anthropic and several semiconductor contract wins.

  • The developments position Samsung as a key beneficiary of accelerating global AI hardware demand.
  • The move extends a strong multi-day rally, reflecting optimism that Samsung’s memory and foundry businesses will capture a larger share of AI infrastructure spending.
  • Market sentiment remains bullish as the company secures a stronger foothold in the AI infrastructure supply chain.