Samsung Electronics surged 7%, with the CEO declaring, "Samsung is back," as HBM4 regains customer trust
Driven by positive statements from the company's senior management regarding the regained customer recognition of HBM4 (fourth-generation high bandwidth memory) business, Samsung Electronics' stock price surged 7.2% on Friday, reaching a record closing high, which propelled the Korea Composite Stock Price Index to rise 2.3%, breaking the 4,300-point barrier for the first time in history
Boosted by the positive statements from the company's senior management regarding the regained customer recognition for HBM4 (fourth-generation high bandwidth memory) business, Samsung Electronics' stock price surged 7.2% on Friday, reaching a record closing high and pushing the Korea Composite Stock Price Index up 2.3%, breaking the 4,300-point barrier for the first time in history.
The usually low-profile co-CEO of Samsung Electronics, Jun Young Hyun, revealed in a New Year address to employees that the company's HBM4 products have demonstrated "differentiated competitiveness" and received high praise from customers, stating "Samsung is back."
This statement greatly boosted investor confidence, with the market expecting Samsung to gradually close the gap with SK Hynix in the critical high bandwidth memory market, and is likely to re-enter Nvidia's core supply chain with the next-generation HBM products by 2026.
The surge in stock price was also supported by the overall resonance of Asian tech stocks and strong industry fundamentals.
On Friday, influenced by the listing performance of Wall Street Technology and progress related to DeepSeek, the Hang Seng Tech Index soared 4.3% at one point.
In terms of macro data, South Korea's semiconductor exports in December surged 43% year-on-year, further confirming the importance of Samsung and SK Hynix in the global AI hardware boom
