Samsung Electronics (KRX: 005930) is now up 50% from its recent low
The semiconductor cycle is heating up again, while Samsung’s HBM story is shifting from catch-up to scale-up
HBM4 yields have reportedly reached ~80%, with HBM4/HBM4E production expected to at least double next year
AI memory is becoming a bigger part of the Samsung story
Samsung Electronics is available to trade on StableStock:
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Not investment advice. For informational purposes only.