005930.KS is trading 5% up at KRW 333,500 following reports of a strategic AI infrastructure partnership with Anthropic and optimism surrounding potential multi-billion-dollar semiconductor contract wins.
- The news boosts expectations for Samsung’s data-center and foundry demand pipeline, signaling a significant expansion in its AI-related order book.
- The rally follows a strong recent run in global AI and chip stocks, reinforcing the narrative of a broader earnings recovery within the company's semiconductor business.