🟢 Semiconductor ETF (SMH.L) is trading 3.05% up as Anthropic’s IPO filing renews AI-chip demand optimism

SMH.L is trading at $102.80 (+3.05%) as Anthropic’s IPO filing renewed optimism about AI demand and chipmakers.

• Reuters reported chip stocks gained for a third consecutive session on October 27.
• Anthropic’s filing disclosed major AI infrastructure plans, including Broadcom’s $63 billion financing arrangement for chips and networking equipment for Anthropic.
• Strong AI-memory results from SK Hynix added to the sector’s demand narrative.