Memory Market

In Q2 2025, SK Hynix surpassed Samsung as the leading memory manufacturer, reporting ₩21.8 trillion in sales versus Samsung’s ₩21.2 trillion. This shift is driven by high demand for High Bandwidth Memory (HBM) fueled by the AI boom. SK Hynix benefited from its HBM partnership with Nvidia, while Samsung’s HBM shipment share declined. Samsung anticipates potential price declines for its HBM3E but expects rising DRAM prices to offset the impact. Both SK Hynix and Micron are increasing HBM3E production, intensifying market competition.