Samsung Shares Surge to Record High on Premium HBM4 Chip Pricing
Samsung Electronics Co. shares soared 5.4% to a historic 190,900 won as markets priced in premium margins for its next-generation HBM4 memory chips. Industry reports suggest $700/unit negotiations WOULD deliver 50%-60% operating margins—a 20%-30% premium over prior HBM3E models.
The pricing power reflects Samsung's dominance in AI-optimized memory, with SK Hynix reportedly considering matching the elevated benchmark. Mass production has commenced, with commercial shipments already underway.
South Korea's Kospi index continues its Stellar 2024 performance, now up 34% year-to-date as semiconductor equities lead global markets.