Overview
Shares of Samsung Electronics climbed after a local media outlet reported the company plans to begin mass production of HBM4 memory chips later this month. The report, which cited industry sources, said large-scale production could be followed quickly by shipments, potentially starting next week after the Lunar New Year holiday.
Report details
The media account, referencing industry contacts, described HBM4 as the world’s first sixth-generation high-bandwidth memory. It said Samsung has completed the quality certification process required by Nvidia and has received purchase orders tied to Nvidia’s product timetable. The timing of Samsung’s production was reported to be aligned with Nvidia’s plans for its next-generation AI accelerator, identified in the report as Vera Rubin.
The story also noted that the volume of HBM4 samples supplied for customer testing has risen under the most recent orders, suggesting an increase in materials moving through the validation phase.
Market reaction
By 01:18 GMT on Monday, Seoul-listed Samsung shares had risen 5.4% to 168,700 won. The share move came after the report was published on Sunday and follows the timeline given in the sources cited by the local news outlet.
Industry context and customers
The report highlighted that HBM4 chips are expected to be used in graphics processing units manufactured by Nvidia, which are widely deployed in generative artificial intelligence systems. HBM is identified in the report as a critical component for AI accelerators, and the current market is described as being dominated by fifth-generation HBM3E chips.
The article also referenced Samsung’s strategic objective to narrow the gap with rival SK Hynix in the field of advanced memory, a detail included in the original report.
Conclusion
The claims in the local report connect Samsung’s reported HBM4 production schedule, Nvidia certification and purchase orders, and potential near-term shipments. Market participants reacted swiftly with a notable uptick in Samsung’s share price, reflecting investor sensitivity to production and customer-alignment news in the advanced memory sector.