三星电子股价飙至历史新高！报道：公司HBM4芯片拟大幅提价30%

Group 1 - Samsung Electronics' stock price surged to a record high due to tight supply conditions in the AI memory market, with reports indicating that the company is negotiating prices for its latest AI memory chip, HBM4, which could be up to 30% higher than the previous generation [1][3] - The pricing strategy for HBM4 is set at approximately $700 per chip, significantly higher than SK Hynix's mid-range price of $500 for Nvidia last August, highlighting the ongoing supply-demand imbalance in the AI memory market [3][6] - The memory chip shortage is driving growth for both Samsung and SK Hynix, contributing to a 32% increase in the Korean benchmark Kospi index this year, making it the best-performing stock market globally [3] Group 2 - The $700 price point for Samsung's HBM4 has garnered widespread attention, indicating a return of pricing power to Samsung in the AI memory market, as noted by Saxo Markets' chief investment strategist [6] - Analysts suggest that the $700 price could lead to an operating profit margin of 50% to 60% for Samsung, and if the company supplies more HBM chips to Nvidia, the average selling price gap between Samsung and SK Hynix may narrow by 2026 [6] - Samsung has begun mass production of HBM4 chips, which are crucial for training and running large AI models, marking a recovery in its competitiveness in the high-bandwidth memory market [7]