Samsung Shares Hit Record High Amid HBM4 Pricing Power Optimism

Samsung Electronics shares surged to an all-time high today, climbing as much as 5.4% to reach 190,900 won. The rally follows reports that the company is negotiating a significant price increase for its next-generation HBM4 AI memory chips. Samsung is reportedly aiming for a unit price of approximately $700, representing a 30% premium over the previous generation. This performance allowed the stock to significantly outperform the benchmark Kospi index, which rose by 2.5% during the same session. Investors are increasingly optimistic about Samsung's pricing power and its ability to expand margins within the high-growth AI hardware market. The robust demand for high-bandwidth memory continues to solidify the company's strategic position in the global semiconductor supply chain.