UBS Says Samsung to Overtake SK Hynix as Top HBM Supplier in 2027 - bloomingbit

UBS forecasts that Samsung Electronics will overtake SK Hynix as the top supplier in the high-bandwidth memory (HBM) market in 2027, with a projected 41% share compared to SK Hynix's 39%. This shift i... Read original →

UBS forecasts that Samsung will overtake SK Hynix as the top HBM supplier by 2027, driven by Samsung's early adoption of sixth-generation HBM4 technology and rapid capacity scaling. This technological edge strengthens Samsung’s position in AI data centers and high-performance computing, while boosting demand for upstream equipment like EUV tools and packaging materials. Although SK Hynix may lose market share, its DRAM and NAND investments remain solid. From a compliance standpoint, geopolitical tensions and export controls are increasing operational risks for global semiconductor firms. In response, SK Hynix may pursue strategic alliances or M&A to bolster its R&D capabilities. Looking ahead, the sustained growth in HBM, DRAM, and NAND demand signals a broader revival in semiconductor capital expenditure, especially amid rising AI compute needs. However, persistent macroeconomic headwinds, including high interest rates and dollar strength, may constrain sector-wide valuations and market sentiment.