Investing.com — Shares of Micron Technology (NASDAQ: MU) fell by 2.5% on Thursday following an announcement by Samsung Electronics (KS: 005930) regarding advancements in its high-bandwidth memory (HBM) chip supply efforts. The news indicated that Samsung’s progress in key qualification tests could potentially allow the company to compete more effectively in the AI-driven semiconductor market, resulting in a boost to its shares.
Samsung’s Executive Vice President Jaejune Kim mentioned that despite a previous delay in the commercialization of its HBM3E chips, the company has made significant strides in testing with a major customer, rumored to be Nvidia (NASDAQ: NVDA). The fact that Nvidia currently holds around 80% of the global AI chip market suggests that Samsung’s success in HBM sales could be substantial if confirmed.
Kim also stated that Samsung is expecting improved sales of HBM3E chips in the fourth quarter and is planning to expand its customer base further. However, concerns have arisen about a potential oversupply in the HBM chip market following Samsung’s announcement, leading to a decline in shares of other semiconductor companies like SK Hynix and Micron.
As Samsung enters the competition for HBM dominance, the dynamics of the HBM market are likely to undergo significant changes. The increased competition could have far-reaching implications for the industry.
Translation to B1 English:
Investing.com — Shares of Micron Technology (NASDAQ: MU) decreased by 2.5% on Thursday after Samsung Electronics (KS: 005930) revealed progress on its high-bandwidth memory (HBM) chip supply efforts, which seem to be moving through important qualification tests. The announcement from the South Korean technology giant raised expectations for Samsung’s ability to compete in the profitable AI-driven semiconductor market, causing an increase in its shares.
Samsung’s Executive Vice President Jaejune Kim mentioned that although there was a previous delay in the commercialization of its HBM3E chips, the company has made “significant progress” in tests with a major customer, speculated to be Nvidia (NASDAQ: NVDA). Reuters reported that Nvidia holds about 80% of the global AI chip market, a factor that could greatly benefit Samsung’s HBM sales if confirmed.
Kim also stated that Samsung expects better sales of HBM3E chips in the fourth quarter and plans to expand to more customers. The announcement from Samsung has raised concerns about a potential oversupply in the HBM chip market, which has had a negative impact on the shares of other semiconductor companies, including SK Hynix and Micron.
With Samsung now competing for HBM dominance, the dynamics of the HBM market could be on the verge of change.