Samsung and SK Hynix Lead Surge in HBM4 Memory Chip Production: AI Stocks on the Rise

Samsung Electronics shares surged in Seoul trading today following reports that the company will start mass production of next-generation HBM4 memory chips in February at its Pyeongtaek campus in South Korea. SK Hynix, another company planning to manufacture these advanced memory chips, also experienced a 1.9% increase in its stock price. The Seoul Economic Daily reported that SK Hynix is set to begin HBM4 production at its M16 fab facility next month. These HBM4 chips are expected to be used in Nvidia’s upcoming artificial intelligence processors codenamed "Rubin."
SK Hynix has made significant strides in the development of HBM4 chips, providing samples to NVIDIA in March and establishing a mass production system in September. Analysts at Morgan Stanley are optimistic about Samsung's memory business, projecting a 310% profit growth in 2026, nearing the W100tr profit milestone.
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