In the south, Southern has doubled its long position in Samsung Electronics (07747), which rose by more than 7%. As of the time of writing, it has risen by 6.85% to 169.25 Hong Kong dollars, with a turnover of 1.18 billion Hong Kong dollars. According to market media reports, Samsung Electronics has announced that it has started shipping the industry's first 12-layer HBM4E samples to major customers worldwide, further consolidating its leading position in the next-generation HBM market. Following the earlier mass production and commercial shipment of the industry-leading HBM4 earlier this year, Samsung is now expanding its HBM roadmap by introducing HBM4E samples to meet the evolving demands of AI computing and ultra-large-scale infrastructure. It is worth noting that the HBM4E shipped by Samsung this time adopts a 12-layer stacked structure with a capacity of 48GB, and plans to release 32GB (8-layer) and 64GB (16-layer) versions in the future to meet different customer needs. In terms of performance parameters, the memory bandwidth of HBM4E reaches 3.6TB/s, mainly targeting high-intensity data processing scenarios for large language model (LLM) training and next-generation AI systems. Samsung has stated that compared to the previous generation, HBM4E has a 16% improvement in energy efficiency and over 14% improvement in thermal resistance characteristics, which helps to extend reliability and reduce energy consumption in high-load data center environments.