Samsung Set to Benefit From Higher HBM4 Prices, Shipments -- Market Talk

Dow Jones

02/13

0246 GMT - Samsung Electronics is likely to benefit from higher average selling prices and increased shipments for high-bandwidth memory products, Nomura's C.W. Chung and Eon Hwang say in a note. The memory-chip maker has started shipping the industry's most advanced HBM4 with faster data-processing speeds. The analysts see potential for a 30%-40% pricing premium on Samsung's HBM4 product, which delivers a constant data-processing speed of 11.7 gigabits a second. Samsung says its HBM4 offers faster data-processing speeds than the HBM3E's 9.6 Gbps and can be upgraded to 13 Gbps. Nomura now expects Samsung's semiconductor business to post 1Q operating profit of 44 trillion won, compared with 33 trillion won forecast previously. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

February 12, 2026 21:46 ET (02:46 GMT)

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Chung and Eon Hwang say in a note. The memory-chip maker has started shipping the industry's most advanced HBM4 with faster data-processing speeds. The analysts see potential for a 30%-40% pricing premium on Samsung's HBM4 product, which delivers a constant data-processing speed of 11.7 gigabits a second. Samsung says its HBM4 offers faster data-processing speeds than the HBM3E's 9.6 Gbps and can be upgraded to 13 Gbps. Nomura now expects Samsung's semiconductor business to post 1Q operating profit of 44 trillion won, compared with 33 trillion won forecast previously. 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Chung and Eon Hwang say in a note. The memory-chip maker has started shipping the industry's most advanced HBM4 with faster data-processing speeds. The analysts see potential for a 30%-40% pricing premium on Samsung's HBM4 product, which delivers a constant data-processing speed of 11.7 gigabits a second. Samsung says its HBM4 offers faster data-processing speeds than the HBM3E's 9.6 Gbps and can be upgraded to 13 Gbps. Nomura now expects Samsung's semiconductor business to post 1Q operating profit of 44 trillion won, compared with 33 trillion won forecast previously. 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Chung and Eon Hwang say in a note. The memory-chip maker has started shipping the industry's most advanced HBM4 with faster data-processing speeds. The analysts see potential for a 30%-40% pricing premium on Samsung's HBM4 product, which delivers a constant data-processing speed of 11.7 gigabits a second. Samsung says its HBM4 offers faster data-processing speeds than the HBM3E's 9.6 Gbps and can be upgraded to 13 Gbps. Nomura now expects Samsung's semiconductor business to post 1Q operating profit of 44 trillion won, compared with 33 trillion won forecast previously. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SSNHZ":"Samsung Electronics Co., Ltd."},"translate_title":"三星将受益于更高的HBM4价格和出货量——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SSNHZ":0.9},"content_text":"0246 GMT - Samsung Electronics is likely to benefit from higher average selling prices and increased shipments for high-bandwidth memory products, Nomura's C.W. Chung and Eon Hwang say in a note. The memory-chip maker has started shipping the industry's most advanced HBM4 with faster data-processing speeds. The analysts see potential for a 30%-40% pricing premium on Samsung's HBM4 product, which delivers a constant data-processing speed of 11.7 gigabits a second. Samsung says its HBM4 offers faster data-processing speeds than the HBM3E's 9.6 Gbps and can be upgraded to 13 Gbps. Nomura now expects Samsung's semiconductor business to post 1Q operating profit of 44 trillion won, compared with 33 trillion won forecast previously. (kwanwoo.jun@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2026 21:46 ET (02:46 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}