Samsung Stocks Hit Record High as HBM4 Breakthrough Signals Semiconductor Revival

The stock of Samsung Electronics recorded its highest point up to January 2, 2026 with an increase of 7.17% to 128,500 Korean won and thus exceeded all the other highs in history and created a lot of excitement among the stock holders. 

This flow was based on an announcement made by the Vice Chairman Jun Young-hyun, who expressed that the company is getting positive comments on the sixth generation of HBM4 memory chip, which serves as a conviction to the argument that Samsung is back to the highly competitive semiconductor scene.

Vice Chairman Jun Young-hyun said

“We have earned customer feedback that ‘Samsung is back’ with HBM4’s differentiated competitiveness,”

Memory Chip Revival

Its memory division that was hitherto overshadowed by rivals like SK Hynix is on the rise. The HBM4 technology has a crucial aspect of differentiated competitiveness, which was highlighted by Jun and is essential in accelerators of AI. 

Customer interest is also high as Samsung has supposedly been holding close talks in order to provide Nvidia. 

This action follows a forecasted estimate by Micron Technology, one of the leading players in the global memory market, that the HBM market’s revenue will jump from $35 billion in 2025 to $100 billion in 2028.

Foundry and 2nm Roadmap

Jun pledged the revival of the basic technology leadership in memory coupled with the stepping up of the foundry business to grow to full scale. 

He added

“We must, for sure, restore our fundamental technological leadership in memory. The foundry business has entered a phase of full-scale growth: Grounded in technology and trust, we must turn opportunity into tangible achievements,”

The 2nm GAA process planned in mass production in 2026 by Samsung is meant to serve advanced AI nodes. Samsung Electronics President Roh Tae-moon outlined artificial intelligence transformation as a central priority for 2026.

He said:

“AI transformation is not merely a tool, it is a fundamental shift in how we think and work,” “By embedding AI into our workflows and decision-making, we must innovate the way we operate, accelerating speed and productivity.”

As the world’s semiconductor sales are expected to grow by more than 26%, reaching $975.5 billion. Memory and Logic are again projected to lead, both increasing by over 30% year-over-year.

Future Outlook

Samsung Electronics stands at a pivotal revival point in semiconductors, fueled by HBM4 success and AI demand, positioning it for sustained outperformance. With memory leadership restoration, 2nm GAA scaling in 2026, and foundry growth and global semis expansion. 

Competition remains a risk, but the stock appears undervalued and benefits from strong ties to Nvidia, supporting a bullish outlook and making it a solid core AI and semiconductor holding for 2026 portfolios.