Samsung takes back its crown in this highly profitable market

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Samsung has enjoyed being the top dog in the global DRAM market for many years. It has lately been under pressure from cross-town rival SK Hynix which dethroned it as the leading global DRAM supplier earlier this year.



After a solid recent quarter, Samsung has once again emerged as the leading company in this highly lucrative market.



The (memory) chips are falling in place for Samsung again



According to reports, Samsung became the number one vendor by revenue in the global DRAM market in Q3 2025. Its revenue for the quarter came in at $13.942 billion, a nearly 30% jump from the previous quarter. The stellar performance enabled Samsung to expand its market share to 34.8%.



Samsung had lagged behind SK Hynix earlier this year primarily due to slow high-bandwidth memory sales. The company was struggling with getting traction for its HBM products, particularly HBM3e, as key approvals from major clients like NVIDIA were delayed. This enabled SK Hynix to capitalize on the opportunity to leap ahead of Samsung.



SK Hynix is still highly competitive, despite losing the top spot to Samsung. Its earnings for Q3 2025 came in at $13.79 billion with a market share of 34.4%. The two companies are still neck and neck so we may see this crown changing hands in the near future.



The coming quarters are likely to be highly profitable for memory chip companies like Samsung. Intense demand for AI chips are pushing memory chips into super cycle territory. Samsung is already said to have hiked prices for some memory products by up to 60%, showcasing its ability to capitalize on opportunities in the market to increase the bottom line.


The post Samsung takes back its crown in this highly profitable market appeared first on SamMobile.



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