Samsung Electronics is gearing up to kick off the world's inaugural large-scale production and shipment of HBM4 following the Lunar New Year break, primarily setting its sights on the booming artificial intelligence chip market with its cutting-edge performance. Samsung has officially announced that it will commence mass production and initiate shipments to NVIDIA in the third week of this month, following successful quality tests and the acquisition of purchase orders. NVIDIA is slated to unveil the Vera Rubin, powered by Samsung's HBM4, next month.

Samsung's HBM4 stands out with remarkable enhancements in data processing speed and single-stack memory bandwidth, coupled with a design that prioritizes low power consumption. Samsung is optimistic about a significant surge in HBM sales this year and has plans to ramp up production at its Pyeongtaek facility. This move towards mass production is poised to give Samsung a competitive advantage and cement its position within customers' supply chains, thereby exerting a considerable influence on the market dynamics. However, it's important to bear in mind that the market is fraught with risks, and investments should be approached with prudence.