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Samsung Electronics shares surged on Monday following reports that the South Korean tech giant is set to begin mass production of its next-generation HBM4 memory chips, a key component in artificial intelligence hardware. According to Yonhap News Agency, which cited industry sources, Samsung plans to start large-scale production of HBM4 later this month, potentially becoming the first company in the world to commercially manufacture sixth-generation high-bandwidth memory.
The report also noted that shipments of the new HBM4 chips could begin as early as next week, shortly after the Lunar New Year holiday. This development sparked strong investor optimism, sending Samsung Electronics shares up 5.4% to 168,700 won by 01:18 GMT on the Seoul stock exchange. The rally reflects growing confidence in Samsung’s ability to strengthen its position in the fast-expanding AI semiconductor market.
HBM4 memory is expected to be used in graphics processing units produced by Nvidia, whose chips are widely deployed in generative artificial intelligence systems, data centers, and advanced computing platforms. Yonhap reported that Samsung has successfully passed Nvidia’s stringent quality certification process and has already secured purchase orders. The production timeline is said to align with Nvidia’s upcoming next-generation AI accelerator platform, known as Vera Rubin, further highlighting the strategic importance of the partnership.
In addition, the volume of HBM4 samples supplied for customer testing has reportedly increased under the latest orders, signaling growing demand and confidence from key clients. High-bandwidth memory plays a critical role in AI accelerators by enabling faster data processing and improved performance, making it one of the most competitive segments in the semiconductor industry.
Currently, the HBM market is dominated by fifth-generation HBM3E chips, with SK Hynix holding a strong lead. Samsung has been working aggressively to close the technology and market share gap with its domestic rival. The move toward HBM4 mass production could mark a turning point for Samsung Electronics as it seeks to regain momentum in advanced memory and capitalize on the global AI boom.
If confirmed, this milestone would not only reinforce Samsung’s semiconductor leadership but also position the company to benefit significantly from rising demand for AI-driven computing solutions worldwide.
