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It has been reported that Samsung Electronics is soon to start mass-producing HBM4 storage chips for building artificial intelligence infrastructure, and as a result, the company's stock price has risen by 6.4%. According to the Korean news agency Yonhap, this South Korean tech giant plans to ship the semiconductor to the leader in artificial intelligence accelerators, Nvidia, as early as the third week of February. Industry sources suggest that these HBM chips will be used to power the upcoming Vera Rubin AI accelerator from the American company. Samsung's progress in high-bandwidth memory development indicates that it is narrowing the gap with domestic competitors. As of last Friday's closing, Samsung's stock price has risen by over 30% this year due to the increase in storage chip prices benefiting all major players in the industry. Samsung may also benefit from the rise in the US stock market related to data center construction and artificial intelligence. The four largest hyperscale companies plan to spend about $650 billion this year, driving Nvidia's stock price to rise by nearly 8% last Friday.
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