Samsung overtakes SK hynix in HBM as NVIDIA, AMD shift to HBM4 - CHOSUNBIZ - Chosunbiz

According to a recent UBS report, Samsung Electronics is poised to overtake SK hynix and claim the top spot in the high-bandwidth memory (HBM) market by 2026. This shift is driven by increased adoptio... Read original →

The HBM market is undergoing a fundamental shift, with Samsung gaining ground over SK hynix due to rapid HBM4 production and strong customer adoption from NVIDIA and AMD. This transition signals the increasing importance of high-bandwidth memory in AI computing, where performance demands are driving a technological leap. NVIDIA’s shift from HBM3E to HBM4 reflects strategic recalibration in supply chain risk management, while AMD’s choice of Samsung for its Helios platform underscores a growing preference for yield-optimized solutions. SK hynix, despite increased capex, lags in HBM4 ramp-up, resulting in slower revenue growth. The ripple effect extends to the broader semiconductor ecosystem, pushing DRAM and advanced packaging vendors to improve throughput and quality. Over the next 12–24 months, if NVIDIA and AMD continue scaling HBM4 orders, Samsung’s dominance in AI data centers will likely solidify, while SK hynix risks losing market share. Geopolitical dynamics, especially in the U.S.-China tech rivalry, further intensify the strategic importance of HBM supply chain positioning, influencing global AI infrastructure development timelines.