Samsung is making waves in the HBM market, rebounding strongly after a period of sluggish performance. The tech giant is now outpacing Micron in quarterly market share, a significant achievement that highlights its growing influence in this competitive sector.
Samsung’s HBM Progress Captures Industry Attention
The early days of 2025 were challenging for Samsung in the HBM space, as it struggled to secure HBM3 certification from key players like NVIDIA. Despite its reputation for high DRAM capacity, Samsung lagged behind until a shift in internal strategies led to a breakthrough by Q2 2025, when reports confirmed that AMD embraced Samsung’s HBM3E process.
By Q3 2025, Samsung’s success continued as it secured NVIDIA as a customer for its HBM3E and upcoming HBM4 technologies. Industry insights indicate that Samsung’s market share reached 22% in Q3, surpassing Micron although still trailing behind SK hynix. This is a steep climb from the previous year’s 40% decline, illustrating a marked recovery in its HBM business.
Competitive Edge in HBM Technology
The DRAM industry is rapidly evolving, and Samsung is poised to take a leading role with its HBM4 solutions, which boast the fastest pin speeds in the market. The company is also implementing competitive pricing strategies to capture more market share. As Samsung strengthens its position, its HBM offerings are set to become more mainstream, featuring prominently in upcoming products like the Instinct MI400 series and NVIDIA’s Rubin architecture.
This turnaround for Samsung’s HBM business is expected to be even more apparent as we move into Q1 2026, with HBM4 products becoming increasingly mainstream.