SK hynix dethrones Samsung as top DRAM maker for first time in 30 years
7 days ago
- #market share
- #AI memory chips
- #DRAM
- SK hynix overtakes Samsung as the world's top DRAM maker for the first time in over 30 years.
- Samsung's DRAM market share dropped sharply to 32.7% in H1 2025 from 41.5% at the end of 2024.
- SK hynix's DRAM market share rose to 36.3% in H1 2025, driven by AI memory chip demand and an exclusive deal with Nvidia.
- High Bandwidth Memory (HBM) is a key factor, with SK hynix leading in supplying HBM3E to Nvidia.
- SK hynix's U.S. subsidiary saw a 103% sales increase, largely due to Nvidia's demand.
- Investor interest in SK hynix grew by 21.3%, reflecting optimism about its HBM market dominance.
- Samsung plans to focus on profitability and expand its DRAM portfolio, including HBM and high-capacity DDR5 products.