Samsung Reclaims DRAM Market Leadership After HBM Surge

Samsung Electronics reclaimed the top spot in the global DRAM market in the fourth quarter of last year, TrendForce data showed Thursday. Samsung's DRAM sales rose to $19.3 billion (36% market share) while SK hynix posted $17.2 billion (32.1%) and Micron $12 billion (22.4%). The shift was driven by Samsung's HBM supply to Nvidia and expanded legacy memory production, tightening market dynamics.