2026년 2월 20일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Samsung Electronics (SSNLF) climbed to a fresh record high after reports surfaced that the company is negotiating prices for its new HBM4 AI memory chips at up to 30% higher than the previous generation.
Shares jumped as much as 5.4% on the Korea Exchange as trading resumed after a three day holiday. Local newspaper Chosun Ilbo reported that Samsung is targeting roughly $700 per unit for HBM4. The company recently confirmed it has started mass production and has already shipped commercial volumes.
Warning! GuruFocus has detected 5 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator.
The new chip delivers speeds of 11.7 Gbps, about 22% faster than HBM3E. That performance boost is critical for AI workloads, particularly in data centers, where high bandwidth memory feeds GPUs like those from Nvidia (NASDAQ:NVDA).
In simple terms, stronger pricing plus better performance is exactly what investors want to see in a tight AI supply environment.
View Comments