The National Times - Samsung Retains DRAM Lead as SK Hynix Gains Share Amid HBM4 Shift

Samsung Retains DRAM Lead as SK Hynix Gains Share Amid HBM4 Shift


Samsung Retains DRAM Lead as SK Hynix Gains Share Amid HBM4 Shift
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.

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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