Business
Samsung Surges to 33% of Global HBM Market, Cutting SK Hynix’s Lead as HBM4 Battle Heats Up
SEOUL — The global race to supply the memory chips powering artificial intelligence is suddenly looking far more competitive. Samsung Electronics captured 33% of global high-bandwidth memory revenue in the second quarter of 2026, surging from just 21% in the previous quarter and dramatically narrowing the lead of longtime HBM frontrunner SK hynix, according to new data from Counterpoint Research. SK hynix remained firmly in first place with 50% of global HBM revenue, but its share slipped from
