Samsung lifts Q2 HBM revenue share to 33% as gap with SK hynix narrows to 17 points
AI Market Summary
Samsung's Q2 HBM revenue share rose to 33% as shipments of newer HBM products expanded, narrowing the gap with leader SK hynix. With HBM4 shipments expected to accelerate in H2 and Samsung indicating HBM share could approach its overall DRAM share, competitive dynamics in AI-memory supply chains may shift. This matters for AI hardware margins and vendor pricing power as next-gen processor ramps drive demand.
Impact level
● Medium
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▲ Bullish
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Samsung Electronics raised its global high-bandwidth memory (HBM) revenue share to 33% in the second quarter, narrowing its gap with leader SK hynix to 17 percentage points. The company expects sixth-generation HBM4 to help it close the distance further. On its earnings call, Samsung said its HBM market share in the second half could approach its overall DRAM market share.
