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Medium2026-09-29Short term · Leans negativeLonger term · Leans negative

Samsung's HBM Share Rises to 33%, Narrowing Gap with SK Hynix

Reports say Samsung's HBM market share has risen to 33%, sharply narrowing SK Hynix's lead as Samsung accelerates on HBM3E and successors. If Samsung keeps winning orders, SK Hynix's HBM pricing power and share advantage could erode, a medium-term negative for the stock.

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

Related coverage · 1 related reports

  • 자본시장뉴스 · 09-29 12:00 KST
    Samsung's HBM Share Rises to 33%, Narrowing Gap with SK Hynix

    Samsung Electronics' HBM market share has risen to 33%, narrowing its gap with SK Hynix. Intensifying competition could stoke concerns over Hynix's HBM pricing power and share, a potential negative, though Hynix remains the leader. Investors should watch upcoming orders and pricing trends.

Samsung's HBM Share Rises to 33%, Narrowing Gap with SK Hynix · Hynix Board