Seoul, Feb 9, 2026, 00:11 KST — The market has closed.
- Samsung shares ended down on Friday. Markets were closed over the weekend.
- Weekend reports pointed to Samsung gearing up for mass production of HBM4 memory, with deliveries reportedly linked to Nvidia.
- Investors want sharper clarity on when production kicks off, how much output to expect, and what manufacturing yields will look like.
Samsung Electronics (005930.KS) could draw attention in Seoul on Monday, following a Korea JoongAng Daily story saying the company plans to kick off mass production of its HBM4 memory chips later this month. Shipments are set to go out for use in Nvidia’s graphics processors, according to the report. 1
The timing here is key. HBM, or high-bandwidth memory, is stacked DRAM deployed in AI servers. Demand? Only a few customers really set the pace, and supply hasn’t loosened up. Smooth production lifts profit forecasts in a hurry, but if things go sideways, those expectations can drop just as fast.
Samsung, still trailing SK Hynix in delivering the latest HBM tech for Nvidia’s AI accelerators, has been under pressure after earlier supply holdups dented both profits and the stock, according to Reuters. Nvidia boss Jensen Huang says the company’s next platform, Vera Rubin, has hit “full production” and will get matched with HBM4 chips before year-end. 2
Samsung ended Friday’s session at 158,600 won, off 0.44% for the day, with the stock swinging from 151,600 up to 160,300 won, Investing.com data showed. 3
Samsung is aiming to begin HBM4 shipments to Nvidia in the third week of February, following the Feb. 17 Lunar New Year break, according to The Korea Times. The report notes that Samsung’s HBM4 chips are built to hit speeds up to 11.7 gigabits per second—well past the JEDEC standard’s 8 Gbps threshold. As for customer specifics, Samsung wouldn’t comment. 4
Back in late January, Samsung flagged that the memory crunch wasn’t going away soon—even as chip profits rose. “A significant shortage of memory products across the board is expected to continue for the time being,” Samsung memory executive Kim Jaejune told analysts. Heungkuk Securities’ Sohn In-joon noted that faster memory price gains might help Samsung’s bottom line, but would also drive up costs for its mobile unit. 5
Still, taking that leap from “we can make it” to actually shipping every week—that’s where advanced memory makers hit real obstacles. Yields falter, late-stage qualification runs long, and suddenly those shipments get pushed out. The market doesn’t wait to react; it usually punishes the earliest hints of trouble.
Samsung’s investor relations page has a “Nomura, Tech Tour” set for Feb. 10, coming up right after the January earnings call and those roadshows. Investors are eager for updates—anything new on HBM capacity, the status of customer qualifications, or details on spending plans. 6
Looking ahead, Nvidia’s GTC event kicks off in San Jose from March 16 to 19. Traders are watching for word on Rubin’s rollout, or any HBM4 supply chain chatter—news that could hit Samsung shares directly. 7
