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Counterpoint Research pointed out that according to its 2025 Q3 memory market tracking and forecast report, Samsung Electronics' HBM revenue surpassed Micron in the previous quarter, but overall DRAM revenue was still slightly inferior to SK Hynix. Samsung Electronics' HBM revenue market share in the third quarter of this year reached 22%, continuing the upward trend after Q1 bottomed out in 2025; Micron's HBM revenue market share was basically the same as in the second quarter; and SK Hynix's share was still better than in the same period last year.

Zhitongcaijing·12/19/2025 10:17:05
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Counterpoint Research pointed out that according to its 2025 Q3 memory market tracking and forecast report, Samsung Electronics' HBM revenue surpassed Micron in the previous quarter, but overall DRAM revenue was still slightly inferior to SK Hynix. Samsung Electronics' HBM revenue market share in the third quarter of this year reached 22%, continuing the upward trend after Q1 bottomed out in 2025; Micron's HBM revenue market share was basically the same as in the second quarter; and SK Hynix's share was still better than in the same period last year.