---
title: "Samsung Electronics surged 7%, with the CEO declaring, \"Samsung is back,\" as HBM4 regains customer trust"
description: "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 pr"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/271322812.md"
published_at: "2026-01-02T10:19:31.000Z"
---

# 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

### Related Stocks

- [SSNGY.US - Samsung Electronics ](https://longbridge.com/en/quote/SSNGY.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 三星高管：内存需求将持续到 2027 年，HBM4 客户反馈 “非常满意” | 三星电子芯片部门首席技术官表示，受人工智能推动的强劲需求影响，公司预计内存芯片的强劲需求将在今年持续并延续至明年。他特别指出，客户对三星下一代高带宽内存芯片 HBM4 的反馈” 非常满意”。此前有报道称，三星电子将在农历新年假期后率先启动全 | [Link](https://longbridge.com/en/news/275547909.md) |
| 反超三星、利润率盖过台积电：SK 海力士是如何问鼎 AI 存储领域 “隐形霸主” 的？ | SK 海力士过去 12 个月市值飙升 340%，已从债权人控制的 “僵尸公司” 逆袭为 AI 产业链定价者。其凭借 HBM 先发优势，在 AI 需求爆发的浪潮下，深度绑定英伟达与微软，拿下全球过半 HBM 份额；市占率超越三星，利润率超越台 | [Link](https://longbridge.com/en/news/275576275.md) |
| 三星电子首席技术官表示，客户对 HBM4 的反馈非常满意 | 三星电子首席技术官：客户对 HBM4 的反馈非常满意 | [Link](https://longbridge.com/en/news/275528981.md) |
| AI 模型扎堆升级，国产算力需求狂飙，IDC 将迎来新一轮爆发？ | 美银指出，中国 AI 行业迎来关键转折：视频生成模型爆发将算力需求推升数个数量级，云服务与模型 API 全面涨价（智谱 AI 上调 30%、UCloud 全线调价），宣告价格战结束，定价权回归卖方。IDC 租赁价格企稳回升，世纪互联、万国数 | [Link](https://longbridge.com/en/news/275876097.md) |
| 报道：英伟达或放宽 HBM4 规格要求，因三星、SK 海力士面临产能和良率限制 | 英伟达或被迫放宽 HBM4 技术规格，在采购顶级芯片同时引入低配版本，以确保 Rubin 平台量产。三星虽领跑认证，但良率仅 60%，SK 海力士亦在 11Gbps 性能达标上遇阻。“双轨采购” 已成定局，供应稳定性优先于极致性能。能否在放 | [Link](https://longbridge.com/en/news/275866330.md) |

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.