The rally follows a 2.2% gain for the tech-heavy Nasdaq on Friday, fueled by strong performances from Nvidia and Micron Technology. In Seoul, the momentum saw Samsung Electronics climb 5.0% and SK Hynix jump 5.5% in early trading. Because these two firms represent more than a third of the Kospi’s total market capitalization, their combined strength propelled the benchmark index approximately 4% higher.
Accelerating the AI Roadmap
Market sentiment for Samsung was bolstered by local media reports suggesting the company could begin mass production of High Bandwidth Memory 4 (HBM4) chips as early as the third week of February. These advanced DRAM components are designed to power Nvidia’s upcoming Vera Rubin AI accelerators. While Samsung declined to comment on the specific report, the company reaffirmed its existing schedule during a January earnings call, which targets HBM4 shipments for the first quarter of 2026.
The race for AI memory dominance remains a tight contest between the two Korean rivals. SK Hynix, an established Nvidia supplier, claims to have completed HBM4 development ahead of its competitors. Having historically dominated the market for previous high-bandwidth memory generations, the company stated it is currently preparing to ship its latest advanced chips to meet the intensifying infrastructure needs of the generative AI sector.
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