存储超级周期愈演愈烈，三星市值首破1000万亿韩元

Core Insights - The article highlights that Samsung Electronics has surpassed a market capitalization of 1,000 trillion Korean Won (approximately 688 billion USD), becoming the first company in South Korea to reach this milestone [1] - Following a remarkable 125% increase last year, Samsung's stock price has risen approximately 41% year-to-date [1] - The company anticipates strong demand for storage chips in the future and plans to begin deliveries of its next-generation high bandwidth memory (HBM) chips, HBM4, within the current quarter [1] Company Summary - Samsung Electronics has achieved a significant market capitalization milestone, indicating strong investor confidence and market performance [1] - The stock performance reflects a substantial increase over the past year and into the current year, showcasing the company's growth trajectory [1] - The introduction of HBM4 chips is expected to further enhance Samsung's position in the storage chip market, aligning with the anticipated demand growth [1] Industry Summary - The storage industry is experiencing a supercycle driven by the AI boom, which is contributing to increased demand for memory products [1] - The strong performance of Samsung Electronics may signal positive trends for other companies in the storage sector as well [1] - The ongoing advancements in memory technology, such as the development of HBM4, are likely to play a crucial role in meeting future market demands [1]