SK Hynix Overtakes Samsung in the DRAM Market After 33 Years

After more than three decades of dominance, Samsung has finally lost its crown in the DRAM industry.

The title now belongs to SK Hynix, a company that has steadily climbed to the top by betting big on advanced High Bandwidth Memory (HBM) technology.

For years, Samsung was the go-to supplier for memory chips, but the recent boom in artificial intelligence changed the market’s dynamics. SK Hynix was quick to secure deals with major players like NVIDIA, delivering cutting-edge HBM3 and HBM3E solutions that became critical for AI workloads. In contrast, Samsung stumbled, failing to land those high-profile contracts.

Numbers speak clearly: Samsung’s market share plummeted from 41.5% to 32.7% in just six months – its sharpest drop since record-keeping began in 1999. Meanwhile, SK Hynix surged to 36.3%, overtaking Samsung for the first time in 33 years. Even more striking, SK Hynix has already showcased full-scale HBM4 production, putting itself a generation ahead of competitors.

Samsung isn’t out of the game yet. The company is working on HBM3E and could bounce back if it manages to squeeze into NVIDIA’s supply chain. But right now, the momentum and leadership clearly belong to SK Hynix, and the DRAM market feels more shaken than ever before.

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