Samsung Retains DRAM Lead as SK Hynix Gains Share Amid HBM4 Shift
Samsung maintained its position as the world’s largest dynamic random-access memory (DRAM) supplier in the third quarter, capturing 38% of global revenue despite a slight decline. Meanwhile, SK Hynix expanded its market share to 29%, while Chinese rival CXMT faces potential losses as Korean manufacturers shift focus to advanced high-bandwidth memory.
Samsung held a 38% share of global dynamic random-access memory (DRAM) revenue during the July-to-September period, according to data released Thursday by Counterpoint Research. This represents a marginal decrease from its previous standing of 39%.
SK Hynix reversed recent losses, increasing its market share by three percentage points to reach 29%. U.S.-based Micron Technology ranked third with 21% of the revenue, followed by China’s CXMT at 9%.
The research firm projected that CXMT's position could weaken further as Korean manufacturers begin supplying premium fourth-generation high bandwidth memory chips in the fourth quarter. This shift is expected to pressure Chinese competitors amid intensifying competition for advanced memory products.
C.Bell--TNT