Samsung's HBM business has managed to make a massive comeback after a few sluggish quarters, as the firm now sees its quarterly market share surpassing that of Micron's.
Samsung’s HBM Push Attracts AMD, NVIDIA, and More Following Major Internal Improvements
For those unaware, the start of 2025 wasn't too great for Samsung in the HBM segment, as the firm was pushing for HBM3 certification from mainstream players like NVIDIA, but it didn't manage to achieve a breakthrough. Given that Samsung is known to have one of the highest DRAM capacities among competitors, it was surprising to see the Korean giant lagging behind; however, with a rapid change in internal policies and development process, Samsung eventually saw a breakthrough in Q2 2025, when reports came in that AMD had adopted the firm's HBM3E process.
In Q3 2025, we saw reports that Samsung secured NVIDIA as a customer for HBM3E and next-gen HBM4 processes, further consolidating the company's lead in the AI industry. And now, Chosun Biz reports, quoting Counterpoint Research, that Samsung's market share in Q3 sales reached 22%, which was higher than Micron's but coming behind SK hynix's. This figure was 40% last year, indicating that Samsung suffered a significant decline in its HBM business.
The DRAM industry is evolving so rapidly that the presence of Samsung, SK hynix, and Micron cannot meet market demand, and there's still a dire need for additional capacity. However, when we talk about HBM technologies in particular, Samsung is emerging in a significantly more competitive position moving ahead, as it has HBM4 solutions with the industry's fastest pin speeds. Similarly, the company also plans to offer competitive contract pricing to ensure it captures the market spotlight.
Samsung's HBM business turnaround will be a lot more evident moving into Q1 2026, especially when products with HBM4 become a lot more mainstream, such as the Instinct MI400 series or NVIDIA's Rubin architecture.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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