Overview
- Samsung posted all-time high quarterly revenue of 86.1 trillion won and 12.2 trillion won in operating profit, with its chip division earning 7 trillion won on strong HBM3E, DDR5 and server SSD sales.
- Samsung said it is mass-supplying HBM3E to all customers, has shipped all requested HBM4 samples and has already secured demand for next year’s expanded HBM plan while reviewing further capacity increases.
- SK hynix reported 24.4489 trillion won in revenue and a record 11.3834 trillion won in operating profit, shifted to a 3.8 trillion won net-cash position and said next-year HBM and NAND volumes are effectively sold out.
- Counterpoint estimated SK hynix led the Q3 DRAM market with a 35 percent share versus Samsung’s 34 percent, noting SK hynix’s HBM leadership and continued gains in high-value server memory.
- TechInsights forecast HBM4, LPW DRAM and SOCAM to commercialize in 2026 with memory growth sustained by AI demand under tight supply, as suppliers prioritize server and HBM over mobile and PC segments.