Overview
- Samsung semiconductor chief Jun Young-hyun said HBM4 shows differentiated competitiveness, relaying customer feedback that the company has regained ground in AI memory.
- Jun positioned Samsung as the only one-stop provider spanning logic, memory, foundry and advanced packaging, and said the foundry unit has entered full-scale growth.
- Industry reports said Samsung’s HBM4 recently earned top scores in system-in-package tests at Nvidia and Broadcom, while discussions with Nvidia on HBM4 supply continue.
- SK hynix CEO Kwak Noh-jung described AI-driven demand as a constant market feature and pressed for faster development and investment after record 2025 results, including a third-quarter operating profit above 10 trillion won.
- Stronger semiconductor performance is translating into larger year-end bonuses at chipmakers, contrasting with reduced payouts at petrochemical and some battery companies.