Core Viewpoint - Korean chip stocks have surged, with SK Hynix and Samsung Electronics reaching historical highs, driven by Samsung's confirmation as a supplier for NVIDIA's AI accelerator GB300, marking a significant entry into the AI chip supply chain [1][3][4]. 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 [1][3]. - The KOSPI index reached 3617.86 points during trading, reflecting a nearly 2% increase [3]. Group 2: Samsung's Breakthrough - Samsung Electronics' fifth-generation high-bandwidth memory (HBM3E) has been confirmed for use in NVIDIA's GB300 AI accelerator, indicating a successful re-entry into NVIDIA's supply chain after approximately 19 months [3][4]. - The collaboration is expected to reshape the global HBM market landscape, with ongoing negotiations regarding supply quantity, pricing, and timelines [3][4]. Group 3: Strategic Partnerships - Samsung's CEO Lee Jae-Yong has expressed intentions to purchase 50,000 NVIDIA GPUs, potentially to support Samsung's AI transformation plans and related business expansions [4][5]. - OpenAI's recent visit to Samsung's Pyeongtaek factory highlights the growing collaboration between the two companies, focusing on AI infrastructure development [7][8]. Group 4: Industry Trends - The AI hardware industry is gradually shifting towards sixth-generation HBM4 chips, although the initial supply of HBM3E chips from Samsung is seen as a milestone [4]. - South Korea's semiconductor exports have shown significant growth, with a 26.9% year-on-year increase in August, contributing to a record surplus in the current account [9].