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• Published on 7 January 2026
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View the full Basket:AI Chip Demand Explained | Samsung Google Partnership
Another week, another breathless announcement from a tech giant promising to change our lives with artificial intelligence. It's enough to make even the most optimistic investor a little weary. But I have to admit, Samsung’s latest move, a deep partnership with Google to cram its Gemini AI into hundreds of millions of new devices, feels a bit different. To me, the interesting part isn't the software, which will no doubt be very clever at writing emails for you. The real story, the one investors should be watching, is happening under the bonnet.
View the full Basket:AI Chip Demand Explained | Samsung Google Partnership
Let’s be honest, most of us don't really know, or care, how our smartphones work. They just do. But running a powerful AI on a device is a completely different kettle of fish. It’s like taking a perfectly good family car and trying to run it on jet fuel. Your standard phone processor is built for efficiency, sipping power to handle texts and browse the web. AI models, on the other hand, are ravenous. They demand enormous processing power and vast amounts of high speed memory to perform their tricks.
This isn't just a minor upgrade. It’s a fundamental rewiring of what a consumer device needs to be. When Samsung says it plans to double its fleet of AI devices to 800 million, it’s not just placing an order for phones. It's firing the starting pistol on a colossal global demand for the high performance guts that make it all possible. And that, I think, is where the opportunity lies.
View the full Basket:AI Chip Demand Explained | Samsung Google Partnership
During a gold rush, the saying goes, it’s a good idea to sell shovels. In this AI gold rush, the shovels are the semiconductors. A few key players are positioned to supply the entire industry as it pivots towards AI hardware. First, you have NVIDIA. Once the darling of PC gamers, its specialised graphics processing units, or GPUs, have become the undisputed workhorses of AI. Their ability to handle thousands of calculations at once is exactly what AI models need.
Then there’s the memory. AI is notoriously forgetful without a huge, fast memory bank to draw upon. This is where a company like Micron Technology comes in. They make the high bandwidth DRAM and NAND flash storage that acts as the AI's short term and long term memory. Without it, the whole system grinds to a halt. Finally, you have the master builders, like Taiwan Semiconductor Manufacturing Company. TSM is the factory floor for the digital world, the only place with the skill and scale to actually produce the cutting edge chips designed by companies like NVIDIA.
View the full Basket:AI Chip Demand Explained | Samsung Google Partnership
The best part of this for investors is that Samsung’s move doesn’t happen in a vacuum. It puts immense pressure on Apple, Xiaomi, and everyone else to keep up. No company can afford to be seen as the Luddite left behind in the AI race. This forces an industry wide upgrade cycle, creating a wave of demand, not just a ripple. This entire cycle, a phenomenon I've detailed before in my piece on AI Chip Demand Explained | Samsung Google Partnership, means the demand isn't a flash in the pan. It could be a sustained, multi year trend driven by pure competition. It’s an arms race, and the arms dealers are the chip makers.
Of course, before you remortgage the house, a word of caution is in order. The semiconductor industry is famously cyclical, prone to booms and busts that can test the nerve of any investor. Geopolitical tensions could easily throw a spanner in the works of a deeply interconnected global supply chain. And frankly, a lot of the excitement around AI may already be reflected in the rather lofty share prices of some of these companies. The trick is to see the long term structural shift, not just the short term hype.
View the full Basket:AI Chip Demand Explained | Samsung Google Partnership
View the full Basket:AI Chip Demand Explained | Samsung Google Partnership
View the full Basket:AI Chip Demand Explained | Samsung Google Partnership
View the full Basket:AI Chip Demand Explained | Samsung Google Partnership
View the full Basket:AI Chip Demand Explained | Samsung Google Partnership
View the full Basket:AI Chip Demand Explained | Samsung Google Partnership
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