Seoul, South Korea – Recent industry data shows that South Korean technology giant Samsung Electronics has significantly narrowed the gap with its rival SK Hynix in the global high-bandwidth memory (HBM) chip market during the second quarter of the year.
SK Hynix’s share declined, while Samsung advanced
According to data compiled by Counterpoint Research, SK Hynix maintained its global
leadership in the HBM chip market, capturing 50% of total revenue from April to June.
However, this share declined by 8 percentage points compared to the previous quarter’s 58%.
In contrast, Samsung Electronics’ market share jumped significantly to 33% in the second quarter, up from just 21% in the first quarter.
Micron Technology saw a slight decrease in third place, capturing 18% of the market, compared to 21% in the first quarter.
Next-generation prospects and artificial intelligence applications
Counterpoint Research explained that the majority of current HBM chip revenue comes from the fifth generation (HBM3E).
However, shipments of the sixth generation (HBM4) are expected to gain momentum
and become more prominent during the second half of the year.
The firm also predicted that Samsung market share will continue its gradual growth,
driven by increased shipments of its new HBM4 products.
HBM memory is a crucial and fundamental component in the infrastructure of artificial intelligence applications.
Demand for it is increasing rapidly due to its effective role in enhancing
data processing speeds within modern data centers with high efficiency.
