2026년 2월 10일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Samsung Electronics Co. (SSNLF) shares moved sharply higher after industry reporting suggested the company is nearing mass production of its HBM4 memory chips, a development that could strengthen its position in the AI hardware supply chain. Yonhap News reported that Samsung plans to begin shipping the advanced semiconductors to Nvidia Corp. (NASDAQ:NVDA) as early as the third week of February, with the chips expected to support Nvidia's upcoming Vera Rubin AI accelerators, according to unidentified industry sources.
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Samsung's reported progress in high-bandwidth memory comes as the company works to close the gap with domestic rival SK Hynix Inc. (HXSCL), which has established itself as Nvidia's primary memory supplier. The move into HBM4 mass production could indicate that Samsung is advancing more quickly in a segment that has become critical to the AI data-center buildout, potentially improving its competitive standing within the memory market.
The stock had already gained more than 30% this year through Friday's close, supported by rising memory chip prices across the industry as demand from hyperscalers such as Amazon.com Inc. (NASDAQ:AAPL) and Alphabet Inc. (NASDAQ:GOOG) has driven some prices to nearly double levels seen since the fourth quarter of 2025. Broader AI-linked momentum may also be contributing, as four major hyperscalers plan to spend about $650 billion this year, a backdrop that coincided with an almost 8% rise in Nvidia shares on Friday and could continue to influence sentiment across the semiconductor sector.
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