Samsung Electronics Nears Nvidia HBM4 Memory Certification
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Source: seekingalpha
- Certification Progress: Samsung Electronics has entered the final qualification stage for HBM4 AI memory chips with Nvidia, marking a significant step in its efforts to challenge industry leaders SK Hynix and Micron Technology.
- Mass Production Plans: The company aims to begin mass production of HBM4 chips in February, although the exact timing for shipments remains unconfirmed, laying the groundwork for its competitive stance in the AI memory market.
- Market Reaction: Samsung's shares initially rose by 3.2% on the Korean exchange but ultimately traded flat, indicating cautious optimism among investors regarding its potential role as a supplier for Nvidia's upcoming processors.
- Price Expectations: AI memory chip prices are projected to increase by over 50% in Q4 2025 compared to the previous quarter, reflecting a global demand that is set to outstrip supply, further driving Samsung's strategic positioning in this sector.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 184.840
Low
200.00
Averages
264.97
High
352.00
Current: 184.840
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.








