Samsung

Samsung’s 12-layer HBM3E memory is facing delays in obtaining NVIDIA certification, potentially pushing the timeline to Q4 2025. This setback for the tech giant, which previously aimed for earlier certification dates, could impact its market strategy and revenue. Meanwhile, competitors like Micron are poised to gain market share, as they are actively pursuing HBM3E opportunities, notably with NVIDIA’s GB300 project.

SK Hynix has surpassed Samsung to become the world’s largest DRAM revenue generator in Q1 2025, fueled by high bandwidth memory (HBM) demand. A report from Omdia shows SK Hynix generated $9.718 billion in revenue, securing a 36% market share and dethroning Samsung, which held the top spot since 1992. Although a slight decrease from Q4 2024, SK Hynix’s performance highlights the shifting dynamics in the DRAM market.