As of Q3 this year, SK hynix has seen significant success in the DRAM market, achieving a 35% market share, according to market research firm Omida via Business Korea. The increase in demand for AI hardware, which requires substantial memory, has driven growth across the entire DRAM industry, particularly benefiting SK hynix.
The enhanced capabilities of data center GPUs, equipped with increased VRAM, also reflect the escalating demands for AI-related tasks. Notably, HBM technology is a common feature in these chips, contributing to the anticipation of a 52% growth rate for the HBM submarket, outpacing the broader DRAM market at 21%. SK hynix currently holds 50% of the HBM market share, which has likely increased since April. However, specific comparative data regarding SK hynix's standing in relation to Samsung and Micron, the other major RAM manufacturers, has not been shared by Omida. Nevertheless, it is speculated that SK hynix may rank second behind Samsung, which held 45% control of the DRAM market in March, including 40% of the HBM market, as reported by Trendforce. Looking ahead, if SK hynix's HBM chips maintain their current success, there's potential for a shift in market leadership, with HBM's share of the wider DRAM market revenue projected to double to 20% by 2027. This trajectory implies the possibility of SK hynix challenging and potentially overtaking Samsung as the DRAM market leader.