刚刚，大幅拉升！一则利好突袭

Core Viewpoint - Korean chip stocks have surged, with SK Hynix and Samsung Electronics reaching historical highs, driven by strong demand in the AI sector and significant developments in their supply chains [2][4][5]. Group 1: Market Performance - On October 10, Korean chip stocks collectively rose, with SK Hynix increasing over 11% and Samsung Electronics over 6%, contributing to the KOSPI index surpassing 3600 points, a new historical high [2][4]. - The KOSPI index reached 3617.86 points during the trading session, marking a nearly 2% increase [4]. Group 2: Supply Chain Developments - Samsung Electronics' fifth-generation high-bandwidth memory (HBM3E) has been confirmed for use in NVIDIA's AI accelerator GB300, marking a significant entry into the AI chip supply chain [3][4]. - This development is expected to reshape the global HBM market, as Samsung has resolved previous pricing issues and is poised to benefit from a "super cycle" in the traditional DRAM and NAND chip markets due to supply shortages [3][4]. Group 3: Strategic Partnerships - Samsung's return to NVIDIA's supply chain comes after a 19-month hiatus, with NVIDIA's CEO confirming the use of Samsung's HBM3E technology in their latest products [5]. - Samsung has expressed intentions to purchase 50,000 NVIDIA GPUs, which are anticipated to support its AI transformation plans and related business expansions [6]. Group 4: Collaborations with OpenAI - OpenAI's core research personnel visited Samsung's factory, indicating a deepening collaboration in AI infrastructure development [7]. - Samsung Group signed a cooperation agreement with OpenAI for global AI core infrastructure, involving multiple subsidiaries to meet OpenAI's high-performance memory needs [8][9]. - OpenAI is seeking to order 900,000 semiconductor chips by 2029 and plans to establish joint ventures with Samsung and SK Hynix for data center construction in South Korea [9]. Group 5: Semiconductor Export Growth - South Korea's semiconductor exports have seen a significant increase, with a year-on-year growth of 26.9% reported in August, contributing to a record surplus in the current account [9].