SK Hynix has topped the global DRAM market for the first time, with its strong performance in the High Bandwidth Memory (HBM) sector playing a key role in expanding its overall dominance.
According to market research firm Counterpoint Research on April 9, SK Hynix recorded a 36% revenue-based market share in the global DRAM market in the first quarter of this year, surpassing Samsung Electronics (34%) to claim the top spot. Micron came in third with a 25% share. This marks the first time SK Hynix has led the DRAM market.
SK Hynix’s rise is rooted in its overwhelming success in the HBM sector, where the company reportedly holds a dominant 70% market share.
Choi Jung-gu, a senior analyst at Counterpoint Research, commented, “In a market where demand for high-performance computing, such as AI, is surging, SK Hynix has reached a meaningful turning point by successfully implementing a supply strategy centered on HBM.”
As recently as the fourth quarter of last year, Samsung led the market with a 39.3% share, ahead of SK Hynix's 36.6%. However, the surge in HBM demand has since reshaped the market landscape.
Industry experts believe this trend is likely to continue in the short term.
Hwang Min-sung, a research fellow at Counterpoint Research, said, “With AI server demand steadily increasing, market dynamics will be driven more by demand factors than external variables like tariffs in the near term,” adding, “HBM is a core component being deployed in AI infrastructure markets that transcend national boundaries.”
Nevertheless, Counterpoint Research also noted that, in the long term, structural impacts on the HBM market could arise from geopolitical factors, such as tariffs stemming from U.S.-China tensions.
SK Hynix Becomes No. 1 in DRAM Market for First Time, Driven by HBM Strength - 스페셜경제
SK Hynix has topped the global DRAM market for the first time, with its strong performance in the High Bandwidth Memory (HBM) sector playing a key role in expanding its overall dominance.According ...
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