5 months ago
2
Samsung Electronics customers person praised the differentiated competitiveness of its next-generation high-bandwidth representation (HBM) chips, oregon HBM4, saying “Samsung is back”, co-CEO and spot main Jun Young-hyun said successful a New Year address.
Shares of Samsung Electronics roseate arsenic much arsenic 3.8% successful greeting trade, outpacing the benchmark KOSPI’s 1.1% rise. In October, Samsung said it was successful “close discussion” to proviso its HBM4 to U.S. artificial quality person Nvidia, arsenic the South Korean chipmaker scrambles to drawback rivals including compatriot SK Hynix successful AI chips.
“On HBM4 successful particular, customers person adjacent stated that ‘Samsung is back’,” Jun said successful remarks reviewed by Reuters, adding that the institution inactive had enactment to bash to further amended competitiveness.
Turning to its foundry business, which manufactures chips designed by customers, Jun said caller proviso deals with large planetary customers had near the foundry concern “primed for a large leap forward.”
In July, Samsung Electronics signed a $16.5 cardinal woody with Tesla.
In a abstracted address, Samsung Electronics’ co-CEO TM Roh, who besides heads the company’s instrumentality acquisition part overseeing its mobile phone, TV and location appliance businesses, warned that 2026 was expected to bring greater uncertainty and risks, citing rising constituent prices and planetary tariff barriers.
“To presumption ourselves to support a competitory vantage successful immoderate situation, we volition reenforce our halfway competitiveness done proactive proviso concatenation diversification and optimisation of planetary operations to code issues similar constituent sourcing and pricing, and planetary tariff risks,” Roh said.
