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Memory Suppliers May Set Q4 Revenue Records as HBM Prices Rise

Samsung held 38% of the DRAM market in the third quarter, while SK Hynix’s revenue grew more than 40% quarter over quarter.

An HBM module stands above smaller memory chips / TokenPost.ai
An HBM module stands above smaller memory chips / TokenPost.ai

Major memory suppliers may post record revenue in the fourth quarter as new-generation HBM products roll out and prices rise.

Samsung held 38% of the DRAM market in the third quarter. SK Hynix logged quarter-over-quarter revenue growth above 40% and regained part of its market share.

Micron also grew as AI data center demand for memory increased, though its pace lagged Samsung and SK Hynix. 长鑫存储’s market share climbed to 9%, up from 5% a year earlier.

John Kim

John Kim reports on the digital-asset business for TokenPost. Send corrections or tips to info@tokenpost.com.

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