Samsung Stock Hits Record High Ahead of Jensen Huang Seoul Visit

Samsung Electronics shares rose nearly 10% on Monday, reaching a record intraday price and climbing as much as 9.5% in Seoul trading. Including preferred shares, the company’s market value exceeded 2,000 trillion won.

Traders cited three near-term developments: an expected visit by Nvidia CEO Jensen Huang to South Korea, Samsung’s start of sample shipments for a 12-layer HBM4E memory product, and ratification of a labor agreement that averted a planned strike.

Samsung confirmed it has begun shipping samples of its 12-layer HBM4E, a next-generation high-bandwidth memory designed to work with advanced AI processors. The company said the initial samples have gone to major global customers.

High-bandwidth memory is paired with AI processors to feed them data at high speed. Nvidia’s most advanced chips require steady HBM supplies, making memory procurement a focus for the AI hardware supply chain.

A visit by Nvidia’s CEO to a memory supplier does not confirm a procurement deal, but it highlights where demand and capacity could intersect.

Samsung has trailed SK Hynix in the HBM market during much of the AI-driven demand surge. The start of 12-layer HBM4E sample shipments prompted some market participants to reassess Samsung’s competitiveness in that segment.

Union members approved the labor agreement by roughly 74% of votes, averting a planned 18-day strike by about 48,000 workers. The pact includes a profit-linked bonus for chip workers that allocates 10.5% of semiconductor operating profit for special payouts.

A court ruling earlier required essential staffing at certain facilities during any industrial action, which limited the risk of a full production stoppage. Formal ratification removed the remaining immediate risk to operations.

Market participants pointed to greater supply certainty as a factor behind the rally. With sample shipments underway and the labor issue settled, trading pushed Samsung’s stock higher and increased attention on the company among firms linked to AI infrastructure.