{
  "id": 5494803,
  "title": "Samsung Narrows HBM Gap With SK hynix",
  "url": "https://urgent.news/2026/09/04/samsung-narrows-hbm-gap-with-sk-hynix",
  "topic": "tech",
  "section": "Tech",
  "published": "2026-09-04T05:16:29.000Z",
  "source": {
    "name": "BusinessKorea",
    "slug": "businesskorea",
    "url": "https://www.businesskorea.co.kr/news/articleView.html?idxno=276218"
  },
  "original_language": "en",
  "account": "Samsung Electronics is making significant strides in the high-bandwidth memory (HBM) market, rapidly closing the gap with industry leader SK hynix. The once 49-percentage-point divide has narrowed to just 10 percentage points, according to market research firm Counterpoint Research. Samsung now holds a 33% share of the global HBM market by revenue, up 12 points from the previous quarter's 21%, while SK hynix has seen its share decline by 8 points to 50%, down from 58%. This shift marks a dramatic turnaround from last year when the gap stood at 49 percentage points, with SK hynix commanding 64% and Samsung Electronics just 15% of the market. Analysts attribute this surge to Samsung’s increased shipments of its latest HBM products to major tech corporations. Micron Technology, in third place, saw its share drop 3 points to 18%, while NAND flash market revenue saw a massive 70% increase in the second quarter, marking a strong recovery phase. The NAND flash market, another crucial sector, saw global revenue jump to 70% from the previous quarter, driven by soaring prices. The average NAND price surged 55%, boosting manufacturers' profitability. Korean companies continue to dominate the NAND market, with Samsung Electronics maintaining its leadership with a 28% share, followed by SK hynix at 19%. In the middle tier, Micron ranks third with 15%, while China’s Yangtze Memory Technologies and Japan’s Kioxia tie for fourth place with 14% each. Although HBM3E currently dominates the market, industry focus is shifting to the next generation HBM4 products. Counterpoint Research expects Samsung Electronics to gradually expand its share as HBM4 shipments ramp up in the second half of the year. These developments were mirrored in the South Korean stock market, with Samsung Electronics trading at 254,250 won (approximately $187.60), up 1.80% from the previous day, while SK hynix rose 2.38% to 1,635,000 won.",
  "summary": "Samsung Electronics is rapidly catching up with market leader SK hynix in the high-bandwidth memory, or HBM, market after significantly increasing its market share. The gap between the two companies, which had been close to 50 percentage points a year ago, has recently narrowed to the 10-percentage-",
  "key_points": [
    "Samsung narrows HBM gap with SK hynix to 10 percentage points",
    "Samsung's market share rises to 33%, up from 21%",
    "SK hynix's share declines to 50%, down from 58%"
  ],
  "editors_take": "Samsung Electronics' surge in high-bandwidth memory market share narrows its gap with SK hynix, positioning it for further gains as next-generation HBM4 shipments increase.",
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}