Outlook 2026: Why Samsung is Now a Strategic Investment
Technological Leadership: By starting the production of the HBM4 generation and aiming for Nvidia certification, Samsung secures a key role in the highly profitable market for AI accelerators.
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The year 2026 seems to hold the next major growth spurt for Samsung. While the company invested heavily in expanding its capacities last year, we are now entering the phase where these investments will have a significant impact. The crucial price driver is the technological leap in high-performance memory. With the upcoming Nvidia certification and the start of mass production of HBM4 chips in the first quarter of 2026, Samsung is positioning itself at the forefront of the AI value chain. As the demand for AI infrastructure continues to vastly exceed...
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