• Samsung Electronics saw its shares surge by 7.32% to $6010 yesterday, June 18th, following reports of significant price hikes for its next-generation HBM4 chips and a strategic pivot toward premium segments.
  • The company is reportedly negotiating HBM4 pricing up to 30% higher than the previous generation, driving stronger chip-pricing expectations.
  • Sentiment is further bolstered by a potential overhaul of the DX division, which includes outsourcing lower-end appliances to reduce costs and focusing on high-margin, software-led segments.