Jul 3, 2026 · 5 min
Asian markets surge as Samsung eyes Anthropic AI chip partnership
Samsung Rises, Tencent Gains, BYD Jumps
The intersection of artificial intelligence infrastructure and shifting US interest rate expectations is rapidly reshaping capital flows across major Asian economies.
- 1Samsung led a major rally on the KOSPI index following reports of a custom AI chip partnership with Anthropic.
- 2Soft economic data from the United States has boosted emerging markets and redirected global investor capital.
- 3Strong June sales figures have driven significant stock gains for Chinese electric vehicle manufacturers and tech giants.
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Anthony Stevens details how reports of a custom chip partnership between Samsung and Anthropic triggered a three percent surge in the KOSPI index.
The brief
Asian markets are experiencing a powerful rebound, sparked by a surge in South Korea's benchmark stock index and a wave of optimism surrounding regional artificial intelligence partnerships.
Samsung shares jumped on reports of a potential custom AI chip partnership with Anthropic, illustrating how deeply the global tech rally is tied to hardware and infrastructure providers.
The regional momentum is further supported by soft US jobs data, which has eased interest rate pressures and channeled capital back into emerging markets like Indonesia.
With Chinese electric vehicle makers reporting strong June sales and tech giants making gains, the broader Asian market is capitalizing on shifting macroeconomic conditions.
What was said on this episode
12 statements · 10 positive · 1 negative · 1 neutral
Samsung shares rose 8.5% and led South Korea’s market gains.
“Samsung's leading today up 8.5%.”
Listen at 1:12
Custom AI chips are rapidly developing and lifting the semiconductor sector.
“this is a rapidly developing space that you need to watch that's got the entire sector up strongly today”
Listen at 1:22
AI’s future memory usage is an important unresolved market question.
“what is the future of memory usage in AI”
Listen at 1:39
Kioxia shares rose almost 9% while developing a new flash-memory chip.
“Kioxia for its part in Japan is very similar. That's up almost 9% as they work on a new chip on the flash memory side of things.”
Listen at 1:42
Indonesia’s market rose 2.5%, led by Indonesian banks.
“Indonesia is up 2.5% led by the Indonesian banks.”
Listen at 2:11
Gold stocks are performing strongly across the Asian region.
“gold stocks are flying across the region”
Listen at 2:22
Zijin Mining shares rose more than 14% in Hong Kong.
“Zijin mining up over 14%.”
Listen at 2:26
The weak US jobs report indicates early rate hikes are no longer expected.
“the NFP indicates that the front end loading of rate hikes is off the table”
Listen at 2:34
Fast Retailing reported decent retail sales and its shares continue rising.
“fast retailing, they've come out with some decent numbers in terms of retail sales and they keep going higher”
Listen at 2:52
Fast Retailing shares rose 3% today.
“It's up 3% today.”
Listen at 2:59
Recruit shares rose 2.5%.
“Recruit, which is an online platform there that's up two and a half percent.”
Listen at 3:04
Toyota Motor shares rose 1.6%.
“Toyota motor is up 1.6%.”
Listen at 3:10
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Featuring
Anthony Stevens
Anthropic
Korea Composite Stock Price Index (KOSPI)
IndonesiaListen to the full episode and explore every guest, topic, and moment on PodLume.