“存储荒”愈演愈烈！三星HBM4据称涨价30%

Group 1 - Samsung Electronics' stock price reached a historic high, with a reported increase of over 5% to 190,900 KRW, marking a nearly 50% rise this year [1][10] - The South Korean stock market, led by the storage sector, saw the Kospi index rise over 3%, reaching a peak of 5,681.65 points [3][12] - Samsung plans to price its HBM4 components at approximately $700, which is a 20% to 30% increase compared to HBM3E, indicating a strong pricing power in the AI storage chip market [4][13] Group 2 - The ongoing shortage of storage chips is beneficial for both Samsung and its local competitor SK Hynix, contributing to a 34% increase in the Kospi index year-to-date [4][13] - Samsung has begun mass production of HBM4 chips and has started delivering commercial products to customers, marking a strong comeback in the AI competition after initially lagging behind SK Hynix [4][13] - SK Hynix is also expected to set higher prices for HBM4, with last year's price to Nvidia being around $500 [4][13] Group 3 - Both Samsung and SK Hynix are adjusting their strategies to expand production in response to the surge in demand for AI-driven memory chips [6][14] - SK Hynix plans to advance the trial operation of its Longjin Phase I wafer fab to February-March next year, while Samsung is moving up the production timeline for its P4 factory to Q4 of this year [6][15] - The supply of memory chips continues to lag behind demand, with a reported order fulfillment rate of only 60% for major customers [8][15] Group 4 - Analysts predict that the shortage of storage chips will persist until 2027, with DRAM supply expected to grow by 17.5% and NAND flash supply by 16.5%, while demand for DRAM is projected to increase by 20.1% and NAND flash by 21.4% [9][16]