SK海力士第二季度全球DRAM市占率蝉联第一-美股-金融界

Core Insights - SK Hynix maintained its leading position in the global DRAM market in Q2, widening the gap with competitor Samsung Electronics [1] - Global DRAM sales reached $30.9 billion from April to June, a 17.3% increase quarter-over-quarter, driven by rising contract prices and increased shipments of high bandwidth memory (HBM) [1] - SK Hynix's market share rose from 36.9% in Q1 to 39.5% in Q2, while Samsung's share decreased from 34.4% to 33.3%, expanding the gap between the two companies from 2.5 percentage points to 6.2 percentage points [1] Company Performance - SK Hynix's DRAM sales amounted to $12.2 billion in Q2, while Samsung's sales were $10.3 billion [1] - This marks the first time SK Hynix surpassed Samsung in global DRAM market share since Samsung has held the top position since 1992 [1] - According to TrendForce, SK Hynix's global DRAM market share increased from 36% in Q1 to 38.7% in Q2, confirming its first-place ranking [1] Market Outlook - SK Hynix is expected to maintain its leading position in the annual rankings due to its dominance in the HBM market [1] - The company has indicated that its HBM supply for 2025 is already sold out [1]