Reviewed by Gotrade Internal Analyst
Gotrade News - Samsung Electronics is reportedly set to kick off mass production of its next-gen HBM4 memory chips starting next month. This strategic move aims to meet the massive demand for critical components in high-end AI accelerators from U.S. tech giants.
Market sentiment improved after the South Korean giant reportedly cleared several rounds of internal qualification tests. This production milestone signals a major comeback for the company in the fiercely competitive global semiconductor landscape.
Key Takeaways:
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Samsung starts HBM4 mass production next month to strengthen the global AI supply chain.
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Successful qualification tests boost investor confidence in the company's future profit margin recovery.
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Nvidia secures a steady memory supply for its upcoming next-gen AI platform rollout this year.
According to a report from Reuters, these HBM4 chips will be supplied directly to Nvidia as a primary partner. This collaboration is expected to fix the memory supply bottlenecks that slowed down earnings performance last year.
A report from the Korea Economic Daily noted that Samsung also completed qualification tests for AMD products. This proves that the company’s production infrastructure is ready to serve multiple industry leaders in the chip space.
The team at Nvidia plans to integrate HBM4 technology into their future AI processors known as the Vera Rubin platform. CEO Jensen Huang stated that this specific platform is currently in full production on a global scale.
Adding Samsung as a supplier provides better stability for the long-term business operations of Nvidia. This strategy reduces heavy reliance on a single memory maker to ensure smooth product distribution worldwide.
Samsung shares jumped by 2.2% in the South Korean market after news of the production schedule went public. Meanwhile, its main rival SK Hynix saw its shares dip by 2.9% during the same trading session.
Data from TipRanks shows that analysts maintain a strong buy rating for Nvidia stock with high price targets. Stock price potential is estimated at 40% as the supply ecosystem for core AI components continues to strengthen.
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Reference:
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TipRanks, Samsung Stock Gains as Nvidia AI Chip Supply Nears. Accessed on January 26, 2026
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Reuters, Samsung to start production of HBM4 chips next month for Nvidia supply, source says. Accessed on January 26, 2026
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