韩国日报：三星股价因AI内存芯片价格上涨报道创历史新高

Core Viewpoint - Samsung Electronics' stock price surged to a record high due to reports of significant price increases for its next-generation high bandwidth memory (HBM) chips, positively impacting profit outlooks for both Samsung and its competitor SK Hynix [1][5]. Group 1: Price and Production - Samsung is negotiating supply prices for its HBM4 chips, with each chip priced around $700, representing a 20%-30% increase over the previous HBM3E model [3]. - SK Hynix, which is preparing to mass-produce HBM4, is expected to set similar pricing [5]. - Samsung began mass production of HBM4 earlier this month, positioning itself to capitalize on the AI-driven memory demand expected to last until 2026 [7]. Group 2: Market Impact and Profitability - The rise in prices for HBM and traditional DRAM has enhanced the pricing power and profit margins for chip manufacturers [6]. - Analysts predict Samsung's operating profit for the first quarter to be approximately 32 trillion KRW ($24 billion), while SK Hynix is expected to exceed 28 trillion KRW, potentially leading to record quarterly earnings for both companies [6]. - The stock price of Samsung increased by 5.4%, reaching a historical high of 190,900 KRW [4].