Samsung Leads Q3 DRAM Revenue Amid SK hynix Closing In
Driven by expanded investments in artificial intelligence (AI) data centers and rising memory prices, the global DRAM market size has grown nearly fivefold in just one year. Samsung Electronics maintained its global number one position with a 38% market share, while SK hynix significantly increased
The global DRAM market experienced a remarkable surge in the third quarter of the year, growing nearly fivefold compared to the same period last year, reaching nearly $200 billion in sales. Samsung Electronics maintained its leading position with a 38% market share, thanks to expanded investments in AI data centers and rising memory prices.
SK hynix, however, closely followed, with a significant increase in sales that narrowed the gap between the two companies. In contrast, Micron ranked third with a 21% market share. The market boom was driven by price increases rather than shipment growth, with the average selling price (ASP) rising to $1.9 per gigabit (Gb). This trend was evident not only in high bandwidth memory (HBM) but also in commodity DRAM, as sales of both types surged by over 400% and 500%, respectively.
The increasing demand for commodity DRAM is attributed to the growing importance of CPUs in AI data centers. Nvidia's upcoming ‘Vera Rubin’ rack, with a DRAM capacity per CPU socket reaching 1.5 terabytes (TB), further highlights the impact of this trend. The next-generation HBM product, HBM4, is also expected to influence the competitive landscape, with Samsung Electronics poised to regain the top spot after a rebound in performance.
Written by urgent.news from BusinessKorea's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
