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Medium2026-09-26Short term · Leans negativeLonger term · Neutral

Samsung HBM Share at 33%, Seen Overtaking SK Hynix by 2027

A report says Samsung Electronics' HBM market share has reached 33% and is expected to overtake current leader SK Hynix by 2027. If realized, this would reshape competition in the AI memory market and pose a potential threat to SK Hynix's long-term pricing power and earnings growth, likely pressuring its stock.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • 자본시장뉴스 · 09-26 09:00 KST
    Samsung HBM share at 33%, seen overtaking SK Hynix by 2027

    Samsung's HBM share is cited at about 33% and could overtake SK Hynix by 2027. If markets accept this, it may pressure Hynix's HBM premium and valuation. However, yields, customer qualification and NVIDIA orders remain key, making it neutral-to-slightly negative for Hynix shares near term.

Samsung HBM Share at 33%, Seen Overtaking SK Hynix by 2027 · Hynix Board