Samsung Secures Exclusive Nvidia HBM4 Deal, Shares Surge to Record High
Samsung Electronics Co. shares soared as much as 5.4% on the Korea Exchange, hitting a record high following reports of an exclusive deal to supply high-bandwidth memory (HBM4) chips for Nvidia's next-generation Vera Rubin AI processors. The ChosunBiz and Chosun Ilbo outlets cited industry sources indicating Samsung will dominate the high-performance tier of Nvidia's HBM4 supply chain, with pricing targeted at $700 per unit—a 30% premium over previous generations.
Bloomberg Intelligence estimates the $700 price point could deliver 50–60% operating margins for Samsung, significantly outpacing SK Hynix's mid-$500s pricing for earlier HBM4 negotiations. The deal underscores Samsung's technological edge in advanced memory Stacks critical for AI accelerators, while competitors may now face pressure to adjust pricing strategies.