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Samsung shares jump on report of HBM4 mass production later this month
| USA | economy

Samsung shares jump on report of HBM4 mass production later this month

#Samsung #HBM4 #Semiconductors #AI Chips #Stock Market #High Bandwidth Memory

📌 Key Takeaways

  • Samsung Electronics shares rose significantly following reports of imminent HBM4 mass production.
  • The production of these next-generation AI memory chips is slated to begin by the end of this month.
  • The 12-layer HBM4 technology aims to provide higher performance for AI servers and high-end computing.
  • The move is intended to close the competitive gap between Samsung and its rival, SK Hynix.

📖 Full Retelling

Samsung Electronics saw its stock price surge on South Korean markets early this week following reports that the tech giant is scheduled to begin mass production of its next-generation HBM4 chips later this month. The anticipated move by the Seoul-based manufacturer comes as the company seeks to reclaim its dominance in the high-bandwidth memory market and narrow the competitive gap with its primary rival, SK Hynix. This strategic pivot toward mass production is driven by the explosive global demand for advanced semiconductors required to power artificial intelligence (AI) data centers and high-performance computing systems. The HBM4 chips represent the sixth generation of high-bandwidth memory technology, which is essential for the rapid processing of massive datasets used in large language models. Unlike previous iterations, the HBM4 is expected to feature a 12-layer stack design that significantly increases data transfer speeds while reducing power consumption. Industry analysts suggest that Samsung’s aggressive timeline is a direct response to pressure from investors and major clients like Nvidia, who are looking for a diversified supply chain to support the next wave of AI hardware deployments. Financial markets reacted positively to the news, as Samsung’s share price had previously faced headwinds due to perceived delays in its AI-memory certification processes. The mass production milestone is seen as a critical turning point for the company's semiconductor division, which has been intensifying its Research and Development efforts to secure long-term contracts with global tech leaders. By successfully transitioning to HBM4 production, Samsung aims to solidify its position as a cornerstone of the global AI infrastructure, ensuring its chip business remains profitable amidst a volatile global economic landscape.

🏷️ Themes

Technology, Economy, Artificial Intelligence

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Semiconductor

Material of moderate electrical conductivity

A semiconductor is a material with electrical conductivity between that of a conductor and an insulator. Its conductivity can be modified by adding impurities ("doping") to its crystal structure. When two regions with different doping levels are present in the same crystal, they form a semiconductor...

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Samsung

Samsung

South Korean multinational conglomerate

Samsung Group (Korean: 삼성; pronounced [sʰamsɔŋ]; stylised as SΛMSUNG) is a South Korean multinational manufacturing conglomerate headquartered in the Samsung Town office complex in Seoul. The group consists of numerous affiliated businesses, most of which operate under the Samsung brand, and is the ...

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Stock market

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Place where stocks are traded

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High Bandwidth Memory

Type of memory used on processors that require high transfer rate memory

High Bandwidth Memory (HBM) is a computer memory interface for 3D-stacked synchronous dynamic random-access memory (SDRAM) initially from Samsung, AMD and SK Hynix. It is used in conjunction with high-performance graphics accelerators, network devices, high-performance ASICs, as on-package cache or ...

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📄 Original Source Content
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry As Claude disrupts stock market, Anthropic researcher warns ’world is in peril’ Gold, silver prices rise amid U.S.-Iran tensions, blowout January payrolls data Dow halts three-day win streak as blowout jobs data curbs rate cut bets Citi pushes back Fed rate cuts to May after blowout January jobs report (South Africa Philippines Nigeria) Samsung shares jump on report of HBM4 mass production later this month Author Ayushman Ojha Stock Markets Published 02/08/2026, 08:22 PM Samsung shares jump on report of HBM4 mass production later this month 1 NVDA 0.77% 005930 4.05% Investing.com-- Samsung Electronics (KS:005930) shares climbed on Monday after a local media report said the chipmaker will begin mass production of its next-generation HBM4 memory chips later this month. Yonhap News Agency, citing industry sources, reported on Sunday that Samsung plans to start large-scale production of HBM4, the world’s first sixth-generation high-bandwidth memory, and could begin shipping the chips as early as next week after the Lunar New Year holiday. Seoul-listed Samsung shares jumped 5.4% to 168,700 won by 01:18 GMT. Get exclusive stock market updates, analyst predictions with InvestingPro The chips are expected to be used in graphics processing units made by Nvidia (NASDAQ:NVDA) , which are widely deployed in generative artificial intelligence systems. The report said Samsung has passed Nvidia’s quality certification process and secured purchase orders, with production timing aligned to Nvidia’s launch plans for its next-generation AI accelerator, known as Vera Rubin. The volume of HBM4 samples supplied for customer testing has also increased under the latest orders, the report added. HBM is a critical component for AI accelerators, and the market is currently dominated by fifth-generation HBM3E chips. Samsung has been seeking to close the gap with rival SK Hynix (KS:000660) in advanced memory. Samsung shares jump on repor...

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