Samsung is Finally Catching Up in the Global HBM Race - SammyGuru

Samsung is finally gaining ground in the global high-bandwidth memory (HBM) market, showing signs of recovery after earlier setbacks. According to Counterpoint Research, Samsung's HBM market share ros... Read original →

Samsung’s emergence in the HBM market signals a strategic turnaround after earlier setbacks, with its HBM4 technology leveraging a 1c 10nm-class DRAM process to achieve a data rate of 11.7 Gbps—46% above the industry standard of 8 Gbps. This leap enhances Samsung’s competitiveness in AI and high-performance computing, directly challenging SK Hynix’s dominance. The technology advancement propels upstream DRAM and packaging innovations while accelerating downstream chip performance. However, geopolitical tensions, especially amid U.S.-China tech decoupling, pose supply chain risks. SK Hynix may respond with pricing or strategic alliances to defend its lead. In the medium term, the HBM market is expected to consolidate around manufacturers with advanced process capabilities. Samsung’s success in the second half of 2026 could redefine global market shares, especially if it secures key clients like NVIDIA.