SEOUL, Jan 2 : Samsung Electronics clients have praised the differentiated competitiveness of its next-generation high-bandwidth reminiscence (HBM) chips, or HBM4, saying “Samsung is back”, co-CEO and chip chief Jun Young-hyun mentioned in a New Year handle.
In October, Samsung mentioned it was in “close discussion” to provide its HBM4 to U.S. synthetic intelligence chief Nvidia, because the South Korean chipmaker scrambles to catch rivals together with compatriot SK Hynix in AI chips.
“On HBM4 in particular, customers have even stated that ‘Samsung is back’,” Jun mentioned in remarks reviewed by Reuters, including that the corporate nonetheless had work to do to additional enhance competitiveness.
SK Hynix CEO Kwak Noh-Jung mentioned in New Year remarks reviewed by Reuters that the corporate benefited from beneficial exterior situations as demand for artificial-intelligence chips materialised quicker than anticipated.
He mentioned competitors was intensifying quickly, noting that AI demand was now a given slightly than an upside shock, and that the enterprise surroundings in 2026 could be more durable than final yr, whereas stressing that the necessity for continued bolder funding and energy to organize for the longer term.
SK Hynix was the main participant within the HBM market within the third quarter of 2025 with a 53 per cent share, adopted by Samsung at 35 per cent and Micron at 11 per cent, information from Counterpoint Research confirmed.
Shares of Samsung Electronics and SK Hynix ended up 7.2 per cent and 4 per cent, respectively, on the primary buying and selling day of the yr, hitting report highs and outperforming the benchmark KOSPI’s 2.3 per cent achieve.
Turning to the foundry enterprise, which manufactures chips designed by clients, Samsung’s Jun mentioned current provide offers with main international clients had left the foundry enterprise “primed for a great leap forward.”
In July, Samsung Electronics signed a $16.5 billion take care of Tesla.
In a separate handle, Samsung Electronics’ co-CEO TM Roh, who additionally heads the corporate’s machine expertise division overseeing its cell phone, TV and residential equipment companies, mentioned 2026 was more likely to deliver better uncertainty and dangers, citing rising element costs and international tariff limitations.
“To position ourselves to maintain a competitive advantage in any situation, we will reinforce our core competitiveness through proactive supply chain diversification and optimisation of global operations to address issues like component sourcing and pricing, and global tariff risks,” Roh mentioned.