Samsung Electronics Ships Faster HBM4E Samples Ahead of Rivals, Stock Price Rises

Central News Agency, Seoul, 29th. Samsung Electronics announced today that it has begun delivering samples of its latest High Bandwidth Memory (HBM) chips to customers, launching a new version of the product essential for AI data centers ahead of competitors, which has driven its stock price higher. According to Reuters, Samsung Electronics stated that this new chip is a 12-layer HBM4E, which is more than 20% faster than the previous generation HBM4 product. Samsung stated that this chip uses the latest 1c DRAM process technology, which is the 6th generation 10nm-class DRAM, and is paired with Samsung's 4nm foundry logic base chip. Samsung Electronics has been lagging behind SK Hynix and Micron in supplying advanced artificial intelligence (AI) memory chips, especially in supplying chips to Nvidia, and the launch of this product is one of the measures Samsung has taken to revive its momentum in the HBM market. Samsung only delivered HBM4 chips to customers in February this year, and three months later, it began sending HBM4E samples to customers, demonstrating Samsung Electronics' efforts to consolidate its position in the next-generation AI memory market by providing samples of its latest products. Samsung Electronics stated in April that it planned to deliver the first batch of HBM4E chip samples in the second quarter. With the increasing demand for advanced memory chips for AI servers and processors, Samsung Electronics' customers include major AI giants such as AMD, Nvidia, and Google. Samsung Electronics' stock price surged by 6.5% in early trading, while the South Korean KOSPI index only rose by 2.3%. As of 2:07 GMT, SK Hynix's stock price rose by 1.2%. Analysts said that the stock price rise is mainly because the market has responded positively to Samsung's latest HBM memory announcement and is also optimistic about the prospects of the AI chip business. Prior to this, Anthropic listed Samsung as a strategic infrastructure partner in its latest funding round. Anthropic stated that it has completed its final round of funding, with a post-money valuation of 965 billion USD, and named Samsung, Micron, and SK Hynix as partners, emphasizing that these companies' technologies play a key role in the supply of memory, storage, and logic chips.