--- title: "Key facts: HBM4/DDR5 AMD;Tesla TX2027;Union OK;Nomura up;AI demand;395bn won;Z TriFold halted" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/279563162.md" description: "Samsung Electronics will supply HBM4 for AMD and DDR5 for AMD's 6th-gen EPYC. Nomura raised Samsung's 2026 profit forecast due to strong memory chip prices. The company will begin volume production of Tesla chips in Texas by H2 2027. A union in South Korea authorized a potential 18-day strike over bonus negotiations. AI is expected to drive chip demand in 2026, though rising memory prices may impact PC and mobile shipments. Samsung plans to dispose of 395 billion won in treasury stock and has halted sales of the Galaxy Z TriFold in South Korea and the U.S." datetime: "2026-03-18T09:04:25.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279563162.md) - [en](https://longbridge.com/en/news/279563162.md) - [zh-HK](https://longbridge.com/zh-HK/news/279563162.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/279563162.md) | [English](https://longbridge.com/en/news/279563162.md) # Key facts: HBM4/DDR5 AMD;Tesla TX2027;Union OK;Nomura up;AI demand;395bn won;Z TriFold halted - Samsung Electronics to supply HBM4 for AMD Instinct MI455X and optimized DDR5 for AMD 6th‑gen EPYC; talks on Samsung foundry role; extends Samsung’s HBM4/HBM3E supply for AMD accelerators1 - Nomura raised Samsung Electronics (005930) 2026 profit forecast after stronger-than-expected memory chip prices and expects higher shareholder returns and substantially increased cash dividends.2 - Samsung Electronics (005930) to start volume production of Tesla chips at its Texas fab in H2 2027, announced Han Jin-man, head of Samsung Foundry, at a shareholders meeting.3 - Samsung Electronics (005930): South Korea union voted 93% to authorize an 18-day strike from May 21 if bonus talks fail; union seeks removal of bonus cap tied to operating profit.4 - Samsung Electronics (005930): Co-CEO Jun Young-hyun says AI will keep chip demand strong in 2026, but rising memory prices may hurt PC and mobile shipments.5 - Samsung Electronics (005930) plans to dispose of about 395 billion won in treasury stock. The company confirmed the amount but gave no timing, method, or use of proceeds.6 - Samsung Electronics (005930) has halted new sales of the Galaxy Z TriFold in South Korea and the U.S.; stock is largely sold out, no restock or carrier support announced, successor undecided.7 ### 相關股票 - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [Tesla (TSLA.US)](https://longbridge.com/zh-HK/quote/TSLA.US.md) - [Invesco PHLX Semiconductor ETF (SOXQ.US)](https://longbridge.com/zh-HK/quote/SOXQ.US.md) - [Samsung Electronics Co., Ltd. Sponsored GDR (SMSN.UK)](https://longbridge.com/zh-HK/quote/SMSN.UK.md) - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/zh-HK/quote/TSLR.US.md) - [GraniteShares 1.25 Long TSLA Daily ETF (TSL.US)](https://longbridge.com/zh-HK/quote/TSL.US.md) - [VG Info Tech (VGT.US)](https://longbridge.com/zh-HK/quote/VGT.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [Samsung Electronics (SSNGY.US)](https://longbridge.com/zh-HK/quote/SSNGY.US.md) - [T-Rex 2X Long Tesla Daily Target ETF (TSLT.US)](https://longbridge.com/zh-HK/quote/TSLT.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/zh-HK/quote/TSLL.US.md) - [VanEck Vectors Semiconductor UCITS ETF Accum A USD (SMH.UK)](https://longbridge.com/zh-HK/quote/SMH.UK.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-HK/quote/SMH.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-HK/quote/XSD.US.md) - [Leverage Shares 2X Long TSLA Daily ETF (TSLG.US)](https://longbridge.com/zh-HK/quote/TSLG.US.md) - [Invesco AI and Next Gen Software ETF (IGPT.US)](https://longbridge.com/zh-HK/quote/IGPT.US.md) ## 相關資訊與研究 - [Samsung Electronics (SSNLF) Set to Shatter All-Time Quarterly Profit Amid AI Chip Boom](https://longbridge.com/zh-HK/news/281651258.md) - [PREVIEW-Samsung Elec likely to report stupendous surge in quarterly profit to record level](https://longbridge.com/zh-HK/news/281616659.md) - [AMD Says Space Needs Smarter Chips Now And It's Ready To Deliver](https://longbridge.com/zh-HK/news/281407546.md) - [Why Nvidia And Tesla Are Suddenly Knocking On Samsung's Door](https://longbridge.com/zh-HK/news/280999748.md) - ['Buy AMD Stock,' Says Top Analyst as Strong Data Center Demand Drives Upgrade](https://longbridge.com/zh-HK/news/281601702.md)