Aug 1 - The semiconductor sector sees a shift: Samsung's Q2 2025 memory revenue (DRAM+NAND) hit 21.2 trillion won (~109.5 billion yuan), while SK Hynix overtook it with 22.232 trillion won (~114.9 billion yuan) to claim the global top spot.
Other players trail far behind: Micron's recent quarterly revenue is under 70 billion yuan; Kioxia, Western Digital and others below 20 billion yuan, solidifying SK Hynix's lead.
SK Hynix's breakthrough stems from its dominant HBM performance. Counterpoint data shows its Q2 HBM shipment share reached 62%, while Samsung dropped from 41% a year ago to 17%. Driven by AI server demand, HBM needs surged, and SK Hynix, with tech and capacity edges, became a key supplier to NVIDIA, boosting both revenue and profits.
This milestone signals AI-driven reshaping of the memory market, with fiercer competition ahead.
The memory industry landscape shifts. ICgoodFind monitors market trends to support sector growth.
