三星电子称客户称赞HBM4芯片的竞争力

Core Viewpoint - Samsung Electronics' next-generation high bandwidth memory (HBM) chip (HBM4) has received positive feedback from customers, indicating a strong competitive edge as the company aims to catch up in the AI chip market [1][3]. Group 1: Market Position and Competition - Samsung is in discussions to supply HBM4 to Nvidia, a leading AI company in the U.S., as it seeks to compete with rivals including SK Hynix [1][3]. - According to Counterpoint Research, by Q3 2025, SK Hynix is projected to hold a 53% market share in the HBM sector, followed by Samsung with 35% and Micron with 11% [1][3]. Group 2: Production and Future Outlook - Investors are looking for signs that Samsung can leverage its fourth-generation chips to close the gap with competitors [4]. - Samsung announced during its Q3 earnings call that it is shipping HBM4 samples to major clients and plans to ramp up mass production of HBM4 products in 2026, betting on increasing demand [4]. Group 3: Stock Performance - Samsung Electronics' stock rose by 1.9% during morning trading, while the benchmark KOSPI index increased by 0.5% [2][5].