[Featured Stock] Samsung Electronics Rises 2% on Memory Profit Improvement and HBM Qualification Approval Expectations

Samsung Electronics' stock price is on the rise. The improvement in profits from conventional memory and expectations for qualification approval of high-bandwidth memory (HBM) for Nvidia appear to be influencing the stock price.

As of 10:10 AM on the 5th, Samsung Electronics is trading at 77,300 KRW, up 2.66% from the previous day.

The day before, Jensen Huang, CEO of Nvidia, mentioned that they are inspecting the HBM semiconductors provided by Samsung Electronics. Younggun Kim, a researcher at Mirae Asset Securities, said, "Although it is regrettable that they are half a step behind competitors, the guidance of recognizing revenue for 8-layer HBM in the second quarter and starting mass production of 12-layer HBM is achievable."

Kim also stated that memory segments other than HBM will contribute to improving overall company profit margins. He explained, "DRAM prices are expected to continue rising in the second half of the year," adding, "Additionally, cost reductions from the launch of 300-layer NAND will also begin in earnest." He further analyzed, "HBM is just one product line, and the improvement in overall profit margins will be driven by conventional memory."