{"id":141615,"date":"2026-09-03T08:38:15","date_gmt":"2026-09-03T08:38:15","guid":{"rendered":"https:\/\/www.europesays.com\/korea\/141615\/"},"modified":"2026-09-03T08:38:15","modified_gmt":"2026-09-03T08:38:15","slug":"samsung-doubles-hbm-market-share-to-33-narrowing-gap-with-sk-hynix","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/korea\/141615\/","title":{"rendered":"Samsung Doubles HBM Market Share to 33%, Narrowing Gap With SK hynix"},"content":{"rendered":"<p><img loading=\"lazy\" alt=\"HBM market share trend. Photo courtesy of Counterpoint Research - Seoul Economic Daily Finance News from South Korea\" title=\"Samsung Doubles HBM Market Share to 33%, Narrowing Gap With SK hynix\" width=\"1200\" height=\"675\" decoding=\"async\" data-nimg=\"1\" class=\"w-full h-auto rounded-sm\" style=\"color:transparent;object-fit:contain;object-position:center\" src=\"https:\/\/www.europesays.com\/korea\/wp-content\/uploads\/2026\/09\/news-p.v1.20260903.708ab9ca1c8943a69b94689d837d1fd1_P1.png\"\/>HBM market share trend. Photo courtesy of Counterpoint Research<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">Samsung Electronics (005930.KS) sharply expanded its share of the high-bandwidth memory market in the second quarter, narrowing the gap with leader SK hynix (000660.KS) as competition for dominance in the memory segment intensifies.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">Samsung held a 33% revenue share of the HBM market in the second quarter, according to market research firm Counterpoint Research on the 3rd. That marks a 12 percentage-point jump from 21% in the previous quarter. The figure still trails SK hynix at 50%, but the gap between the two narrowed to 17 percentage points from 37 percentage points in a single quarter.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">Samsung began mass-production shipments of HBM4, the latest generation of the memory destined for Nvidia&#8217;s new Vera Rubin chip, in February, ahead of any rival in the industry, and started booking meaningful revenue from the second quarter, earlier than its competitors. The company reached $1 billion in HBM revenue, or about 1.36 trillion won, within four months of starting mass-production shipments. SK hynix, which began HBM4 shipments later than Samsung, defended its top ranking on the strength of HBM3E, its existing flagship product, but its share fell 8 percentage points in one quarter.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">Micron&#8217;s share slipped 3 percentage points to 18% over the same period, leaving the combined share of Samsung and SK hynix slightly higher. HBM4 carries a significantly higher unit price than the earlier HBM3E, and demand from big tech firms racing to develop new chips has surged, setting up a full-scale contest among all three suppliers for supply leadership in the second half.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">&#8220;Most HBM revenue is currently coming from HBM3E,&#8221; Counterpoint Research said, adding that HBM4 shipments are expected to become meaningful from the second half.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">While Samsung trailed SK hynix in HBM, it cemented its lead in the overall DRAM market with a 38% share in the second quarter, helped by a focus on commodity DRAM, where prices rose more sharply. SK hynix held second place at 25%, down 14 percentage points from a year earlier. Third-ranked Micron at 24% and fourth-ranked CXMT at 10% are gaining ground as they move into the opening.<\/p>\n","protected":false},"excerpt":{"rendered":"HBM market share trend. Photo courtesy of Counterpoint Research Samsung Electronics (005930.KS) sharply expanded its share of the&hellip;\n","protected":false},"author":2,"featured_media":141616,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[11446,9451,4287,71929,1485,71928,241,275,25659],"class_list":["post-141615","post","type-post","status-publish","format-standard","has-post-thumbnail","category-sk-hynix","tag-counterpoint-research","tag-dram-market-share","tag-hbm4","tag-high-bandwidth-memory-market","tag-micron","tag-samsung-electronics-hbm-share","tag-sk","tag-sk-hynix","tag-sk-hynix-hbm"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/141615","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=141615"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/141615\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/141616"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=141615"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=141615"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=141615"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}