The artificial intelligence (AI) is drastically reconfiguring the hardware supply chain. Samsung has led the DRAM chip industry for more than three decades, but the AI boom has triggered something that just two or three years ago would have seemed unthinkable: Now it is SK Hynix the manufacturer of integrated memory circuits that LEADS THE HBM Chips Market so much (High Bandwidth Memory) like that of the DRAM memories.
The latter are those used by most of the devices with which we are familiar, such as computers or mobile phones. However, HBM memories are those that are integrated into those hardware solutions in which it is necessary to prioritize maximum performance, such as, for example, for example, The GPUs for ia. Samsung and Sk Hynix are South Korean companies, but the third in discord, Micron Technology, is American. And, as we are about to check, already steps on Samsung.
We have a new leader and their figures are objectively spectacular
During the last months Samsung has led the manufacturing market for integrated dram memory circuits with an approximate 40%share, while SK Hynix defended A very worthy 29%. Behind both was Micron Technology, with 26% approximately. During the first quarter of 2025 these figures have varied in a very important way. In fact, as I have anticipated a few lines above, now the leader is SK Hynix.
SK Hynix is the Nvidia supplier if we stick to its GPU for ia
This last company controls no less than 70% of the Integrated HBM memory market market, so its leadership in this sector is overwhelming. In fact, SK Hynix is Nvidia’s supplier If we stick to their GPU for ia. Samsung has an approximate share of 28%, and Micron touchs 18%. If we deviate our gaze towards the dram memory chips the figures are much more even, although SK Hynix leads for the first time.
In one of the graphs that we publish on top of these lines we can see that during the first quarter of 2025 SK Hynix it has erected as the leader of DRAM memories with a fee of 36%. Samsung now occupies the second position with 34%. And Micron Technology follows them closely with 30%. Behind them, although they do not appear in this graph, They step stronger and louder Chinese memory manufacturers Yangtze Memory Technologies Co. (YMTC) and Changxin Memory Technologies (CXMT).
The second graph predicts how the HBM memories market will evolve over the next five years. SK Hynix presumably will maintain its leadership, although it will lose a part of its share due to the saturation of the hardware market for AI and the growth of competition. Samsung, meanwhile, about 25% will be stabilized market share. And finally, Micron will be the only one of these three companies that will grow up to 20% market share. These figures are just a forecast, but they allow us to get a rather accurate idea about how this semiconductor industry market will evolve.
Image | Samsung
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