Samsung’s recent resurgence in the High Bandwidth Memory (HBM) market is catching attention after several quiet quarters. The tech giant has seen its market share take a lead over Micron, highlighting a significant recovery.
Samsung’s Momentum in the HBM Market
At the start of 2025, Samsung faced challenges in its HBM segment, particularly with HBM3 certification. Despite being a leader in DRAM capacity, the company experienced setbacks. However, strategic internal changes led to a breakthrough in Q2 2025, when reports suggested that AMD adopted Samsung’s HBM3E process.
Q3 2025 brought further success as Samsung secured a deal with NVIDIA for its HBM3E and upcoming HBM4 technologies, reinforcing its influence in the AI sector. Counterpoint Research indicates Samsung’s market share reached 22% in Q3 2025, surpassing Micron but trailing behind SK hynix. This is a decrease from a 40% share the previous year, reflecting challenges in Samsung’s HBM business.
Technological Advancements and Future Plans
As the DRAM industry rapidly evolves, major players like Samsung, SK hynix, and Micron are unable to fully meet market demand, highlighting the need for more capacity. In the realm of HBM technology, Samsung is carving a competitive edge with its HBM4 solutions, boasting the fastest pin speeds in the industry. The company is also planning to offer attractive contract pricing to enhance its market position.
The upcoming year is poised to showcase Samsung’s turnaround in the HBM sector, as products like the Instinct MI400 series and NVIDIA’s Rubin architecture utilizing HBM4 become more prevalent. Samsung’s strategic moves and technological advancements are setting the stage for a prominent market position in 2026.