Samsung's stock price hits a record high due to reports of AI memory chip price increases

LootboxPhobia · 2026-02-19T06:58:49+00:00

Samsung Electronics' stock price hit a record high on Thursday due to a significant increase in the price of next-generation HBM chips, boosting profit prospects. Industry sources say that the supply price of HBM4 chips has risen by approximately 20%-30%. Against the backdrop of tight memory supply and strong AI demand, Samsung and SK Hynix are expected to achieve record quarterly earnings.

LootboxPhobia

2026-02-19 06:58:49

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Investing.com - Samsung Electronics (KS:005930) stock surged to a record high on Thursday, after local media reported that the price of its next-generation high-bandwidth memory (HBM) chips has risen sharply, boosting the profit outlook for the South Korean tech giant and its competitor SK Hynix (KS:000660).

The Chosun Ilbo quoted industry sources saying that Samsung is negotiating the supply price for its HBM4 chips, with each chip costing around $700, about 20%–30% higher than its previous HBM3E model.

As of 06:16 GMT, Samsung’s stock price in Seoul soared 5.4%, reaching a record high of 190,900 won.

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The report states that SK Hynix, which is preparing for mass production of HBM4, is expected to set a similar price.

Against the backdrop of tight global memory supply and strong demand from AI applications, the stock price has surged significantly. HBM chips are critical for advanced processors used by companies like Nvidia.

The rising prices of HBM and traditional DRAM have enhanced chip manufacturers’ pricing power and profit margins.

The report cites broker forecasts that Samsung’s operating profit in the first quarter is about 32 trillion won ($24 billion), and SK Hynix exceeds 28 trillion won, potentially leading to record-breaking quarterly earnings for both companies.

The report adds that Samsung began mass production of HBM4 earlier this month, enabling it to capitalize on the AI-driven memory boom expected to last until 2026.

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