After leading the sector for 33 years, Samsung is surpassed for the first time in the DRAM market after 33 years. The technology giant was exceeded in the first quarter of 2025 by rival South Korean SK Hynixwhich achieved exceptional performance in the high bandwidth memories segment (HBM).
Putting the results in detailed numbers with information from the Counterpoint Researcha SK Hynix conquered 36% of the DRAM marketcontra 34% Samsung. Thirdly, the Micron got 25%.
The success of SK Hynix in the HBM segmentwith about 70% participation In this particular niche, it was the point of turning in the fierce dispute.
A NVIDIA had a considerable and indirect participation in the results. Many of the requests for HBM3E do Green Time were assured by SK Hynixwhile Samsung faced technical difficulties to join the Artificial Intelligence (IA) chip supply chain.
read more
After internal difficulties, Samsung is exceeded for the first time in the Dram market after 33 years
Being an essential component for state -of -the -art AI servers, HBM has become an indispensable technology in the sector, which is one of the reasons that boosted the Samsung South Korean rival also- the second largest company of South Korea Semiconductors.
Experts point out that the result will be repeated in the second quarter of 2025given the demand sustained by advanced memories solutions – Samsung has not yet fully recovered from part of the problems previously faced.
Regardless of positive short -term results, experts warn that geopolitical tensions and eventual recessions can impact the growth of SK Hynix.
The good news for those involved is that the HBM MEMORY MARKET It is less susceptible to short -term commercial shocks, indicating that they will have enough time to prepare for the future.
In turn, the Samsung continues their efforts to regain the lost market share. The certification schedule of your chips HBM4 It was advanced in 6 (six months).
For your plans to be successfulThey will have to continue to improve their production processes so that very high accuracy is a priority, a key factor when it comes to manufacturing HBM chips.
And there? What is your opinion on the subject? Share your point of view and keep following the adrenaline!
Source: sammobile
Join the Adrenaline offers group
Check out the main offers of hardware, components and other electronics we find over the internet. Video card, motherboard, RAM and everything you need to set up your PC. By participating in our group, you receive daily promotions and have early access to discount coupons.
Enter the group and enjoy the promotions
Source: https://www.adrenaline.com.br/tech/samsung-e-superada-pela-primeira-vez-no-mercado-de-dram-depois-de-33-anos/
