Counterpoint Market Research Company has released a report on the DRAM market share, highlighting SK Hynix’s rise to the number one position in revenue market share in the first quarter of 2025 at 36%, surpassing long-time leader Samsung, which holds 34% of the market.
The key factor driving SK Hynix’s higher DRAM revenue compared to Samsung is their dominance in high-bandwidth memory (HBM) products, commanding a market share of up to 70%. HBM products are priced higher than regular DRAM, contributing to SK Hynix’s revenue growth.
Counterpoint researchers project that this market share trend will continue into the second quarter of 2025, despite potential issues such as import taxes. The high demand for HBM products, primarily used in AI server applications, remains strong and is expected to drive further growth in the sector.
Source: Counterpoint Research
TLDR: SK Hynix surpasses Samsung to claim the top spot in DRAM market share, driven by their leadership in high-bandwidth memory products with a 70% market share. Future market projections show continued dominance despite potential import tax challenges, fueled by high demand for HBM products in AI server applications.
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