Samsung Electronics Reclaims No. 2 Spot in Q3 HBM Market with Strong HBM3E Performance

Samsung Achieves 22% Market Share in Q3
Samsung Overtakes Micron, Which Holds 21%
Leader SK Hynix Sees 7 Percentage Point Drop in Share

Samsung Electronics ranked second in the high bandwidth memory (HBM) market in the third quarter of this year, surpassing Micron.

According to market research firm Counterpoint Research on December 19, Samsung Electronics held a 22% share of the HBM market by sales in the third quarter. This represents a 7 percentage point increase from 15% in the previous quarter.

Micron maintained a 21% share during the same period, allowing Samsung Electronics to overtake it. This is the first time in three quarters that Samsung Electronics has surpassed Micron in HBM market share since the fourth quarter of last year.

Counterpoint Research Capture

Counterpoint Research explained, "Samsung Electronics struggled in the first half of this year due to export restrictions to China, but its share increased in the third quarter thanks to the strong performance of HBM3E."

SK Hynix leads the market with a 57% share, although this is a 7 percentage point decrease from 64% in the previous quarter.

In the third quarter, including HBM, the DRAM market shares were as follows: SK Hynix (34%), Samsung Electronics (33%), Micron (26%), CXMT (5%), and Nanya (2%).