Samsung Leads DRAM Market While SK hynix Dominates HBM - Businesskorea

According to Counterpoint Research, in Q1 2024, Samsung Electronics maintained its leading position in the global DRAM market with a 38% revenue share, up 2 percentage points from the previous quarter... Read original →

Samsung’s DRAM share gain underscores its scale-based pricing power, yet SK hynix retains control over AI’s most critical bandwidth bottleneck via HBM dominance. Samsung’s upcoming HBM4 supply to NVIDIA marks its entry into the high-end AI memory stack, pressuring Micron to accelerate HBM3E yield ramp and potentially pushing ChangXin toward LPDDR5X differentiation. Geopolitically, U.S. export controls on advanced packaging tools are inflating TSV and hybrid bonding costs, while YMTC’s NAND capacity surge amid price hikes may invite anti-dumping scrutiny. Over the next 18 months, HBM4E mass production timelines will dictate revenue divergence among the top three; Chinese players lacking breakthroughs in 3D stacking face marginalization in the AI memory race.