三星重夺存储芯片市场霸主之位!
国芯网·2025-10-15 04:49

Core Viewpoint - The article discusses the competitive landscape in the semiconductor industry, highlighting Samsung Electronics' anticipated revenue growth and market position relative to SK Hynix in the storage chip sector [2][6]. Group 1: Samsung Electronics Performance - Counterpoint Research forecasts that Samsung Electronics is expected to achieve $19.4 billion in revenue for Q3 2025, surpassing SK Hynix's projected $17.5 billion, thereby reclaiming its status as the world's largest memory chip manufacturer [2][6]. - Samsung's storage revenue for Q3 2025 is projected to grow by 25% quarter-over-quarter, driven by strong performance in both DRAM and NAND flash memory segments [4][6]. - The strong demand for DRAM and NAND flash memory is credited for Samsung's robust performance in Q3 2025, with expectations of a full recovery in the following year due to the introduction of next-generation high-bandwidth memory (HBM) chips [6]. Group 2: Future Outlook - The ongoing recovery in general DRAM memory and HBM business is expected to support Samsung Electronics in maintaining its leading position in Q4 2025 [6]. - The company's storage division is anticipated to see significant growth in 2026, propelled by advancements in HBM3E and HBM4 technologies [6].