Core Viewpoint - Samsung Electronics plans to start production of the next generation High Bandwidth Memory (HBM) chips, specifically HBM4, next month and will supply them to Nvidia [1] Group 1: Production and Supply - Samsung has passed qualification tests for HBM4 from both Nvidia and AMD and is set to begin shipments to these companies next month [1] - The exact quantity of HBM4 chips that Samsung plans to supply to Nvidia remains undisclosed [1] Group 2: Market Context - The news highlights Samsung's ongoing commitment to advancing its semiconductor technology and maintaining its competitive position in the high-performance memory market [1]

Core Viewpoint - Samsung Electronics' stock rose by 3.8%, reaching a record high of 124,500 KRW, following the announcement of progress in the supply of HBM4 chips by the co-CEO [1] Group 1: Company Performance - Samsung's co-CEO and chip head, Jun Young-hyun, stated that the differentiated competitiveness of the next-generation high-bandwidth memory (HBM) chips (HBM4) received unanimous praise from customers, declaring "Samsung is back" [1] Group 2: Market Position - According to Counterpoint Research, by the third quarter of 2025, SK Hynix is projected to hold a 53% share of the HBM market, with Samsung following at 35% and Micron at 11% [1]

Core Viewpoint - Samsung Electronics is expected to experience a significant decline in operating profit for Q2 due to delays in supplying advanced AI memory chips to Nvidia, with a projected profit of 6.3 trillion KRW (approximately 46.2 billion USD), down 39% from 10.4 trillion KRW in the same period last year, marking the lowest level in six quarters [1] Group 1: Financial Performance - Samsung's Q2 operating profit is projected to be 6.3 trillion KRW (46.2 billion USD), a 39% decrease from the previous year's 10.4 trillion KRW [1] - The company's stock price has increased by approximately 19% this year, but this is underperforming compared to the KOSPI index's 27.3% rise, making it the worst-performing stock among major memory chip manufacturers [1] Group 2: Market Challenges - Samsung's struggles in the high-bandwidth memory (HBM) segment are primarily due to slow progress in obtaining Nvidia certification for its latest HBM3E 12-layer chip, with expectations that HBM revenue may remain unchanged in Q2 [3] - The company has begun supplying the HBM3E chip to AMD but has not started shipments to Nvidia, which is expected to limit new chip shipments to Nvidia this year [3] - Ongoing uncertainties related to U.S. trade policies pose risks to Samsung's core businesses, including chips, smartphones, and home appliances, with potential tariffs on smartphones produced overseas adding to the challenges [3] Group 3: Smartphone Sales Outlook - Despite the challenges, analysts expect Samsung's smartphone sales to remain robust, partly due to potential U.S. tariffs on imported smartphones prompting distributors to stock up in advance [4]