第五代HBM芯片
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三星电子第四季度DRAM市占率重夺第一
Xin Lang Cai Jing· 2026-02-26 08:09
Core Insights - Samsung Electronics regained the top position in the global DRAM market in Q4 of last year, driven by increased sales of high bandwidth memory (HBM) [1][3] - Samsung's DRAM sales reached $19.3 billion in Q4, a 43% increase from the previous quarter, with a market share of 36% [1][3] - SK Hynix's DRAM sales grew by 25.2% to $17.2 billion, resulting in a market share decline to 32.1%, placing it in second position [1][3] - Micron Technology ranked third with DRAM sales of $12 billion and a market share of 22.4% [2][4] - This marks Samsung's return to market leadership after losing it in Q1 2025 for the first time in 33 years, having been out of the top position for three quarters [2][4] - Industry observers noted that this shift in market share began when Samsung started supplying its fifth-generation HBM chips to Nvidia and expanded production of traditional storage products amid recent price increases [2][4]