Semiconductor News & Analysis Feed

Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time

Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market share and profitability.

This report provides a comprehensive view of DRAM and NAND Flash market demand and supply trends. It features a unique 3-dimensional tracker that captures data across Brand, Application, and Type — in both bits and revenue terms — offering unparalleled insights into the rapidly evolving dynamics of the memory industry amid the adoption of Gen AI. Counterpoint research is a young and fast growing