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🇰🇷 South Korea /Economy & Trade

Samsung Electronics leads Q1 DRAM market, widens gap with SK Hynix

From Dong-A Ilbo · () Korean

Translated from Korean, summarized and contextualized by DistantNews.

At a glance

News Documents & data Context piece
  • Samsung Electronics maintained its top position in the first quarter DRAM market, widening the gap with SK Hynix.
  • SK Hynix secured the leading share in the High Bandwidth Memory (HBM) market.
  • The overall DRAM market experienced significant growth, with Samsung and SK Hynix seeing their market share difference expand.

Samsung Electronics solidified its lead in the first-quarter DRAM market, increasing its share to 38% compared to SK Hynix's 29%. This widens the gap between the two South Korean tech giants, with Micron trailing at 22%.

While Samsung leads the overall DRAM market, SK Hynix maintained its top position in the High Bandwidth Memory (HBM) segment with a 58% market share. However, this is a decrease from its 73% share in the same period last year. During the same timeframe, Samsung's HBM share grew from 13% to 21%, and Micron also increased its share to 21%.

Market research firm Counterpoint Research anticipates Samsung will supply HBM4 to Nvidia for the first time, projecting a future increase in its market share. The overall DRAM market saw substantial growth, rising 80% from the previous quarter and 260% year-on-year. Chinese manufacturer CXMT also increased its market share from 3% to 8% within the year.

Samsung Electronics supplied HBM4 to Nvidia for the first time and is expected to increase its market share in the future.

— Counterpoint ResearchMarket research firm Counterpoint Research's projection regarding Samsung's future in the HBM market.
DistantNews Editorial

Originally published by Dong-A Ilbo in Korean. Translated, summarized, and contextualized by our editorial team with added local perspective. Read our editorial standards.

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