Samsung Still Lacking in AI Investors’ Eyes After Nvidia Boost
- Samsung shares post best week since 2021 on Huang’s comments
- SK Hynix still dominates AI memory, BNK Asset Management says
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A surprise endorsement from Nvidia Corp. may have excited some investors over the prospects for Samsung Electronics Co. to catch up in the artificial intelligence race, but others remain unconvinced.
Key Samsung rival SK Hynix Inc. is already supplying Nvidia with the latest version of high-bandwidth memory, HBM3E. While Jensen Huang seems to have indicated that Nvidia will buy some HBM chips from Samsung as well, SK Hynix has gotten a big jumpstart by supplying previous generations of the technology.