The revenue-share gap between Samsung Electronics and SK hynix narrowed by 20 percentage points in the second quarter, with estimates putting the suppliers at 33% and 50%, respectively.
SK hynix’s share fell from 58% in the first quarter, reducing its lead over Samsung to 17 percentage points from 37. Micron’s estimated portion slipped three percentage points, to 18%.
The figures show the change in reported shares but do not explain it. The reported shares add up to 101% for the second quarter, compared with 100% in the first.
High-bandwidth memory (HBM) combines stacked DRAM with close placement to processors such as graphics processing units, enabling rapid data exchange for AI workloads.
