On February 9, reports surfaced indicating that Samsung Electronics is set to commence mass production of HBM4 memory chips, specifically designed for artificial intelligence infrastructure. This development triggered a significant 6.4% jump in Samsung's stock price immediately following the announcement. Citing sources from Yonhap News Agency, Samsung is scheduled to initiate shipments of these cutting-edge chips to NVIDIA as early as the third week of February. These chips are earmarked to power NVIDIA's highly anticipated Vera Rubin AI accelerator.

Samsung's strides in high-bandwidth memory technology are progressively closing the gap with its domestic rivals. By the close of last Friday, Samsung's stock price had already witnessed a remarkable surge of over 30% since the beginning of the year. This upward trajectory can be attributed to the escalating prices of memory chips, which have provided a substantial boost to key industry participants. Furthermore, Samsung may also be reaping the benefits of AI-driven gains in the U.S. stock market, which are closely tied to the ongoing expansion of data center infrastructure. It is worth noting that the four major hyperscalers have earmarked approximately $650 billion for investment this year, a move that contributed to a nearly 8% increase in NVIDIA's stock price last Friday.