三星DRAM，重返榜首

Core Viewpoint - The article highlights the resurgence of Samsung Electronics in the high-bandwidth memory (HBM) market, driven by the increasing demand for AI accelerators, which is expected to lead to record-high performance for the company in the semiconductor sector [1]. Group 1: HBM Market Dynamics - Samsung's HBM competitiveness has rebounded faster than expected, with its market share increasing from 15% in Q2 to 22% in Q3, surpassing Micron by 1 percentage point [2]. - The company has regained its position as the second-largest player in the DRAM market, narrowing the gap with SK Hynix to just 1 percentage point [2]. - Samsung's HBM4 memory has received high praise for its performance, and the company is expected to complete product certifications for two major clients soon, projecting a 140% increase in HBM shipments next year [3]. Group 2: Diversified Memory Solutions - Samsung is set to strengthen its market position with customized memory solutions for AI data centers and low-power mobile devices, exemplified by the SOCAMM2 product, which is expected to meet significant demand from NVIDIA [4]. - The anticipated supply of SOCAMM2 to NVIDIA is projected to reach 10 billion GB, accounting for 50% of NVIDIA's total demand for this product [4]. Group 3: Sales Success and Market Conditions - Samsung's low-power, high-performance mobile DRAM, LPDDR, has seen significant sales success, with 70% of the LPDDR5X memory used in Apple's iPhone 17 sourced from Samsung [5]. - The ongoing global semiconductor supply shortage has favored Samsung, allowing it to increase DRAM prices by approximately 40% in Q4 [6]. - Samsung's semiconductor business is expected to generate nearly 15 trillion KRW in operating profit in Q4, constituting 75% of the company's total quarterly operating profit [6].