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Samsung Electronics shares surged to a record high on Monday after reports indicated the company could become the exclusive memory chip supplier for Nvidia’s next-generation AI processors. The rally highlights growing investor optimism around artificial intelligence demand and advanced memory technologies.
Samsung Electronics Co Ltd (KS:005930) climbed more than 3% to 197,600 won, marking an all-time high and helping lift the benchmark KOSPI index by 1.3%. Rival SK Hynix Inc (KS:000660) also gained 2.4%, reaching a record level as momentum in AI-related semiconductor stocks accelerated.
The surge follows strong gains last week, driven by Samsung’s announcement that it has begun mass production and shipments of its next-generation high bandwidth memory, known as HBM4. Samsung is currently the first major chipmaker to mass-produce HBM4, positioning it ahead of competitors such as Micron Technology Inc (NASDAQ:MU) and SK Hynix in the race to dominate AI memory solutions.
According to a report from South Korea’s ChosunBiz, Samsung is expected to serve as the exclusive HBM supplier for Nvidia’s upcoming Vera Rubin AI processors. If confirmed, the partnership would significantly strengthen Samsung’s foothold in the rapidly expanding AI semiconductor market and reinforce its leadership in advanced memory chip production.
High bandwidth memory plays a critical role in artificial intelligence processors, enabling faster data processing and improved performance for AI workloads. Surging AI demand has fueled robust growth for Samsung, SK Hynix, and Micron in recent years, pushing memory chip prices higher and improving profit margins.
Looking ahead, major chipmakers have warned of potential supply shortages through 2026 as AI-driven demand continues to outpace production capacity. With HBM4 production underway and strong partnerships emerging, Samsung appears well-positioned to capitalize on the AI boom and maintain its leadership in the global semiconductor industry.
