SK Hynix Boosts Global Market Share in DRAM Memory Semiconductor Industry
Key Takeaways:
- SK Hynix’s proactive response to the demand for high bandwidth HBM memory used in AI semiconductors has led to a significant increase in its share in the global DRAM memory semiconductor market, according to market research company Omdia.
- Samsung Electronics maintains its leadership with a sales share of 38.2% in the second quarter, while SK Hynix has notably narrowed the gap, securing a 31.9% market share.
- The gap between Samsung Electronics and SK Hynix is now the lowest in a decade, standing at a mere 6.3 percentage points.
- Samsung Electronics’ DRAM sales in the second quarter experienced a significant decline of 62% compared to the same period last year, while SK Hynix’s sales dropped by 51%. However, SK Hynix managed to protect its earnings and increase market share.
SK Hynix’s success can be attributed to its supply of high-priced HBM DRAM to key players in the AI semiconductor market, such as Nvidia. As the demand for Nvidia semiconductors continues to rise, SK Hynix naturally benefits from this trend.
Omdia predicts that the high-performance DRAM market, particularly HBM memory, will experience annual growth rates exceeding 100% this year and next. This projection further highlights the significance of SK Hynix’s strategic focus on this segment.
Overall, SK Hynix’s active approach to meeting the demands of the AI semiconductor market has propelled it into a highly competitive position in the global DRAM memory semiconductor industry. With the anticipated growth in the high-performance DRAM market, SK Hynix is well-positioned to continue its upward trajectory.
Reporter: Kim Yong-won
[비즈니스포스트] SK Hynix has greatly increased its share in the global DRAM memory semiconductor market. It is analyzed as an effect of actively responding to the demand for high bandwidth HBM memory used in artificial intelligence (AI) semiconductors.
According to Omdia, a market research company on the 3rd, Samsung Electronics’ sales share in the global DRAM market in the second quarter was 38.2%, maintaining its leadership.
▲ SK Hynix has significantly narrowed the gap with Samsung Electronics in terms of DRAM sales share. DRAM reference image for SK hynix server. < SK하이닉스 >
SK Hynix, which came second, had a 31.9% share. This is the first time in about 10 years since 2013 that SK Hynix recorded a market share of more than 30% in the DRAM market.
Micron of the United States came third with 25%, followed by Taiwan’s Nanya with 2.1%, coming in fourth.
The market share gap between Samsung Electronics and SK Hynix is only 6.3 percentage points, the lowest in 10 years.
Compared to the second quarter of last year, Samsung Electronics’ DRAM sales fell significantly.
According to Omdia, Samsung Electronics’ second quarter DRAM sales fell 62% compared to the same period last year. As the semiconductor industry remains sluggish, performance memory semiconductors remain popular.
SK Hynix’s DRAM sales fell 51% during the same period. Compared to Samsung Electronics, it seems to have narrowed its market share while producing good results in protecting earnings.
Omdia believes that the growth of the high-performance DRAM market, such as HBM, is also acting as a major variable in the memory semiconductor market.
SK Hynix supplies high-priced HBM DRAM to customers leading the artificial intelligence semiconductor market, such as Nvidia.
As demand for Nvidia semiconductors increases, it seems to have naturally contributed to SK Hynix’s performance protection.
Omdia predicted that demand for HBM memory could record an annual growth rate of over 100% this year and next. Reporter Kim Yong-won
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