Core Viewpoint - Samsung Electronics' stock price has surged, potentially reaching an all-time high, driven by investor confidence in its AI chip potential and the recovery of its traditional memory business [1] Group 1: Stock Performance - Samsung's stock rose by 6% during trading in Seoul, reaching 94,300 KRW [1] - The company's stock has increased by 76% this year, elevating its market capitalization to $390 billion [1] Group 2: Market Sentiment - There is a positive market outlook for Samsung as it aims to catch up with smaller competitor SK Hynix in supplying high-bandwidth memory for AI applications to companies like NVIDIA [1] - A significant supply agreement between the two Korean companies and OpenAI has also contributed to the positive sentiment [1] Group 3: Strategic Developments - Samsung is reportedly in the final stages of negotiations with NVIDIA regarding supply volume, pricing, and timelines for HBM [1] - NH Investment & Securities noted that Samsung's discount in the HBM supply market is diminishing due to its ongoing large-scale AI investments [1]
受AI芯片前景与存储器业务复苏驱动 三星电子股价跳涨势创新高
Xin Lang Cai Jing·2025-10-10 01:29