在Nvidia批准其HBM3E芯片后,三星的股票上涨,增加了未来HBM4供应交易的希望。 Samsung's stock rose after Nvidia approved its HBM3E chips, boosting hopes for future HBM4 supply deals.

三星电子股价上5.4%,达到8.4万韩元,达到自2024年8月以来的最高日内水平,此前有报道称,Nvidia在一年的改进后批准了其12层HBM3E高带宽内存芯片. Samsung Electronics shares rose as much as 5.4% to 84,000 won, reaching their highest intraday level since August 2024, after reports that Nvidia approved its 12-layer HBM3E high-bandwidth memory chips following a year of improvements. 与竞争对手相比,这项批准虽然延迟,但提升了三星在先进记忆市场上的地位,并增加了对HBM4芯片的预期,而HBM4芯片可以给Nvidia未来的Rubin AI加速器提供动力。 The approval, while delayed compared to rivals, boosts Samsung’s standing in the advanced memory market and increases expectations for its HBM4 chips, which could power Nvidia’s future Rubin AI accelerators. 分析家认为这项发展是朝向三星在Nvidia供应链中发挥更大作用迈出的关键一步,尽管目前的订单可能仍然有限。 Analysts see the development as a key step toward Samsung gaining a larger role in Nvidia’s supply chain, despite current orders likely remaining limited. 这一消息还提振了韩国KOSPI指数，并促使未来资产上调了三星股票的目标价。 The news also lifted South Korea’s KOSPI index and prompted Mirae Asset to raise its price target for Samsung’s stock.