## Key takeaways
- Samsung‘s HBM4 chips have exceeded expectations and are behind record inventory performance for the company.
- Despite the expected growth, Samsung recognizes the potential risks associated with rising component prices and global tariff barriers in 2026.
Jun Young-hyun, co-CEO of Samsung Electronics, pointed out positive customer feedback on the company’s HBM4 chips, stating they have exceeded expectations. This success is a key driver behind samsung’s record-breaking inventory performance.
During a New Year’s address, Young-hyun acknowledged the anticipated growth in the memory market, especially driven by the demand for High Bandwidth Memory (HBM). However, he also cautioned about potential challenges on the horizon. These include increasing component prices and the looming threat of global tariff barriers throughout 2026.
Young-hyun emphasized the importance of proactive risk management and strategic planning to navigate these uncertainties. He urged employees to focus on securing profitability amidst these potential headwinds. Samsung is currently the sole supplier of HBM3 chips to Nvidia, a position that has significantly boosted its market share and revenue.
The company is investing heavily in next-generation memory technologies, including HBM4, to maintain its competitive edge. The positive reception of HBM4 signals a strong start to the year for Samsung’s semiconductor division, but the company remains vigilant about external economic factors that could impact its performance.
Worth a look