Samsung is no longer world’s biggest memory chip maker

Jenith

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Earlier today, Samsung revealed its earnings for the second quarter of this year, and its semiconductor chip division performed pretty badly. And now, it has been revealed that it is no longer the world's biggest memory chip maker. But why does it matter?

Well, Samsung might be generally known for its smartphones and TVs. However, over the past few decades, the company's biggest source of revenue (and profit) has been its semiconductor chip division (Samsung Device Solutions), which makes memory chips like DRAM and NAND. This division used to bring the company over two-thirds of its overall revenue. However, over the past couple of years, it has been struggling due to issues with its high-bandwidth memory (HBM) chips.

Now, it has been revealed that Samsung is no longer the world's biggest DRAM maker. It has been surpassed by its South Korean rival SK Hynix, which is riding the success in the HBM space. The first signs of this dethroning came early last month. Samsung reported a revenue of KRW 21.2 trillion (~$15.18 billion), which is less than SK Hynix's Q2 2025 revenue of KRW 21.8 trillion (~$15.62 billion).

After handily beating Samsung in the HBM3E segment, SK Hynix also defeated Samsung in the DRAM segment in Q2 2025. SK Hynix now controls 62% share of the lucrative HBM market, while Samsung sits at a lowly 17% market share, behind even the US-based firm Micron.

However, there could be some good news for Samsung in this. Its sales have bottomed out, and analysts expect the company's sales to only improve in the future, as it has slashed prices of its HBM3E chips. This move could push Nvidia and other AI firms into buying more HBM chips from Samsung.

The post Samsung is no longer world’s biggest memory chip maker appeared first on imeisource.
 
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