Samsung Doubles HBM Market Share to 33%, Narrowing Gap With SK hynix - Seoul Economic Daily

According to market research firm Counterpoint Research, Samsung Electronics significantly expanded its high-bandwidth memory (HBM) market share from 21% in the previous quarter to 33% in Q2, narrowin... Read original →

The HBM market is undergoing a dramatic shift, with Samsung leveraging early HBM4 production to rapidly gain market share, highlighting its strategic positioning in the AI chip supply chain. The launch of NVIDIA's Vera Rubin chip has become a major catalyst, driving surging demand for HBM4. Although SK Hynix still leads with 50% market share, its dominance is weakening. Technological advancement accelerates, and Samsung maintains a 38% DRAM market lead, underlining its strong foothold in the commodity segment. From a compliance perspective, the ongoing global semiconductor reshoring trend intensifies geopolitical tensions, especially amid U.S.-China tech rivalry, increasing supply chain risks for all players. Over the next 12 months, HBM4 capacity expansion and pricing volatility will dominate market dynamics. Samsung may leverage premium pricing to solidify its lead, while Micron and SK Hynix face mounting pressure from market erosion.