SK Hynix takes lead for first time ever in DRAM, grabbing 36% share of revenues in Q1 2025
In particular, the company dominated in critical HBM with 70% market share
We expect both topline and share growth to continue at least through the next quarter
Seoul, Hong Kong, New Delhi, Boston, London – April 9, 2024
According to Counterpoint Research’s Memory Tracker, SK Hynix overtook Samsung Electronics for the first time to lead global DRAM revenues with a 36% share.
“This is a milestone for SK Hynix which is successfully delivering on DRAM to a market that continues to show unfettered demand for HBM memory,” says Jeongku Choi, senior analyst. “The manufacturing of specialized HBM DRAM chips has been notoriously tricky and those that got it right early on have reaped dividends.”
Counterpoint Research expects the DRAM market in Q2 2025 to be similar across segment growth and vendor share.
“Right now the world is focused on the impact of tariffs, so the question is: what’s going to happen with HBM DRAM?” notes research director MS Hwang. “At least in the short term, the segment is less likely to be affected by any trade shock as AI demand should remain strong. More significantly, the end product for HBM is AI servers, which – by definition – can be borderless.”
Longer term, Counterpoint sees risks to HBM DRAM market growth stemming from structural challenges brought on by trade shock that could trigger a recession or even a depression.
Background
Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.
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Team Counterpoint
Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer
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