Industry Newshbmdramserver memorysamsung
Samsung Reclaims DRAM Market Leadership With HBM Wins
7.1
Samsung has reclaimed the top DRAM market position, with 36.6% share versus SK hynix's 32.9%, according to Omdia via Chosun. The shift reflects Samsung's HBM3E contract wins from NVIDIA, AMD and ASIC makers and strong DDR5, LPDDR and SOCAMM demand from hyperscalers, positioning the company to capitalize on forthcoming HBM4 opportunities.
Key Points
- 1Regains DRAM lead with 36.6% market share, overtaking SK hynix at 32.9%.
- 2Secures HBM3E contracts from NVIDIA, AMD, and ASIC makers, positioning for HBM4 demand.
- 3Expands DDR5/LPDDR/SOCAMM production favored by hyperscalers, increasing supply availability for enterprises.
Scoring Rationale
Industry-level market-share shift driven by HBM contract wins, limited by single-source reporting and brief coverage.
Sources
Public references used for this report.
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