Samsung Electronics surged by 7%, with the CEO boldly stating, "Samsung is back", winning back customer trust with HBM4.

Encouraged by the positive remarks from the company's top management on regaining customer recognition for HBM4 (4th generation high bandwidth memory) business, Samsung Electronics saw a significant rise in its stock price by 7.2% on Friday, reaching a record high at the close, driving the Seoul Composite Index up by 2.3%, surpassing the 4300-point mark for the first time in history. Samsung Electronics' usually low-profile co-CEO Jun Young Hyun revealed in his New Year's address to employees that the company's HBM4 product has demonstrated "differentiated competitiveness" and has received high praise from customers as "Samsung is back." This statement greatly boosted investor confidence, with the market expecting Samsung to gradually narrow the gap with SK Hynix in the crucial high bandwidth memory market and potentially re-enter Nvidia's core supply chain by 2026 with the next generation of HBM products. The surge in stock price also benefited from the overall resonance of Asian tech stocks and strong industry fundamentals. On Friday, the Hang Seng Tech Index surged by 4.3% due to the excitement in AI investments sparked by the listing performance of BitRun Technology and developments in DeepSeek. On the macroeconomic front, South Korea's semiconductor exports surged by 43% year-on-year in December, confirming the importance of Samsung and SK Hynix in the global AI hardware boom. This article was reprinted from "Wall Street See Know" by author Gao Zhimou; edited by Feng Qiuyi for GMTEight.