Samsung claims to return to the top of the memory industry with HBM4, plans to start mass production this month

Glonghui, February 11｜According to market sources, Song Jae-hyuk, President and Chief Technology Officer of Samsung Electronics' chip business, stated on Wednesday that with its next-generation HBM4 technology, Samsung Electronics has returned to the pinnacle of the memory industry. This statement reversed the company's declining stock price. Song Jae-hyuk made this unusually firm statement at the SemiconKorea, the Korea International Semiconductor Exhibition held in Seoul. Previously, a Samsung executive publicly supported the notion of "Samsung's comeback" in January this year, further strengthening market expectations that Samsung's next-generation HBM will be adopted by AI chip leader Nvidia. Samsung plans to begin mass production of HBM4 this month, with Nvidia expected to become its first customer.