“SK Hynix is clearly an outstanding ‘AI Winner’ in Asia,” said MS Hwang, research director at Counterpoint Research, adding that its lead in quality and supply of HBMs and other chips used in AI servers has been crucial in the current phase of the AI infrastructure boom.
SK Hynix has maintained its market lead in both areas, even as Samsung regained the top spot in memory revenue rankings in the fourth quarter of 2025, said Hwang.
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In December, Counterpoint estimated that SK Hynix had held a leading 57% revenue share in the HBM market compared to Samsung’s 22% in the third quarter of last year.
