Thinking about going long Samsung $005930.KS here.
After missing the early HBM3E window with $NVIDIA(NVDA)$ , Samsung has strategically shifted its focus toward rolling out next-gen HBM4 ahead of schedule.
While SK Hynix is heavily focused on securing its current dominant HBM3E market share, Samsung has successfully gained a significant head-start, achieving industry-first HBM4 mass production and clearing over $1B in sales.
Crucially, because HBM4 features highly custom base dies, this technological lead positions Samsung well to lock in major hyperscaler ASIC clients like Google, Meta, and Broadcom.
As the custom ASIC market and packaging volumes are projected to scale substantially, Samsung is positioned to fundamentally leapfrog Hynix in HBM market share heading into late 2027.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
