SK Hynix Likely Unseated Samsung as DRAM Leader With AI Boost
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SK Hynix Inc.’s upcoming earnings results will likely show it replaced Samsung Electronics Co. as the world’s top DRAM vendor for the first time in the two companies’ decades-long rivalry, thanks to demand for AI.
SK Hynix, a key supplier of high-bandwidth memory to Nvidia Corp., captured 36% of the DRAM market in the March quarter, compared with Samsung’s 34%, data from Counterpoint Research show. This comes just after operating profit at Samsung, which held the DRAM crown for more than 30 years, fell below SK Hynix’s for the first time in the December quarter.