Samsung acelera desenvolvimento do chip HBM4 em corrida tecnológica contra SK Hynix
A guerra pelos chips de memória mais rápidos do mundo acaba de entrar em nova fase. Samsung e SK Hynix travam batalha bilionária pelo domínio da próxima geração de tecnologia HBM - e os vencedores poderão ditar o ritmo da revolução da inteligência artificial.
Corrida contra o tempo
Enquanto os modelos de IA consomem dados em velocidade recorde, a demanda por memória de alta largura de banda dispara. Fabricantes correm para desenvolver soluções que mantenham os GPUs alimentados - sem gargalos que travem treinamentos que custam milhões.
HBM4: A próxima fronteira
A quarta geração da tecnologia promete não apenas mais velocidade, mas arquitetura radicalmente diferente. Empilhamento vertical mais denso, interfaces mais largas e eficiência energética crítica para data centers que já consomem energia de pequenas cidades.
O jogo das apostas
Investidores observam atentos - quem vencer esta rodada garantirá contratos com as gigantes de nuvem por anos. Enquanto isso, analistas de Wall Street já calculam múltiplos de valuation baseados em slides de apresentação que mostram gráficos ascendentes.
O mercado responde com ceticismo saudável: afinal, na tecnologia, promessas de roadmap frequentemente encontram a dura realidade da física dos semicondutores. Mas desta vez, o prêmio vale o risco - quem dominar o HBM4 controlará o fluxo sanguíneo da economia da IA.
Samsung expands foundry and signs $16.5B Tesla chip deal
Samsung is also stacking wins in its foundry business. Jun said new chip deals with major clients have put this part of the company in a strong spot. He claimed the foundry is now “primed for a great leap forward.” One of those big deals is a $16.5 billion agreement with Tesla, signed last July.
Another Samsung co-CEO, TM Roh, gave his own outlook for 2026 and pointed to rising component costs and tariff walls as real threats. He also talked about reducing risks by changing how and where the company sources parts and ships products.
Across Asia, markets opened strong for the new year. South Korea’s Kosdaq rose 2.17%, closing at 945.57. The KOSPI Index ended at 4,309.63, up 2.27%. Hong Kong’s Hang Seng rose 2.76% to 26,338.47, and India’s Nifty 50 climbed 0.49% to 26,274.90. Australia’s S&P/ASX 200 closed at 8,727.80, up 0.15%.
Some Asian exchanges stayed shut for the holidays, including Japan and mainland China. Singapore’s Straits Times Index was up 0.32%, while the Sensex in India gained 0.56%. Meanwhile, Sapphire Foods dropped as much as 6.4% after revealing a merger plan with rival franchisee Devyani, before cutting back losses.
SK Hynix warns of harder fight in 2026 as demand for AI chips grows
Over at SK Hynix, CEO Kwak Noh-Jung said demand for AI-related chips had exploded faster than the company expected. Speaking in his own New Year address, Kwak said: “AI demand is now a given rather than an upside surprise.”
He also warned the business climate in 2026 could get worse, not better. According to him, tougher conditions are ahead, and competing in the memory business will demand bolder bets and more spending. His company is leading the HBM market for now, with a 53% share in the third quarter of 2025. Samsung is second at 35%, and Micron is far behind with 11%, based on fresh numbers from Counterpoint Research.
On the first trading day of 2026, Samsung shares jumped 7.2%, while SK Hynix went up 4%. That’s stronger than the KOSPI Index, which only rose 2.3%. Both companies hit record highs. It’s clear the market still sees plenty of money in the memory race, even with the risks piling up.
Some Asian markets were still closed for the holidays, including Japan and mainland China.
Sharpen your strategy with mentorship + daily ideas - 30 days free access to our trading program
