SEOUL, April 9 (Reuters) - SK Hynix ( HXSCF ) overtook
Samsung Electronics ( SSNLF ) for the first time to lead
global revenues for dynamic random access memory (DRAM) chips in
the first quarter of this year, according to market researcher
Counterpoint Research.
South Korea's SK Hynix ( HXSCF ), which has been the world's
second-largest memory chip maker behind cross-town rival Samsung
Electronics ( SSNLF ), held a 36% share of the DRAM memory chip market,
followed by Samsung with 34% and Micron with 25%,
Counterpoint Research said in a report.
DRAM memory chips are widely used in smartphones and
PCs.
SK Hynix ( HXSCF ) has been leading a global race to meet
explosive demand for high-bandwidth memory (HBM) chips that aid
in the processing of vast amounts of data to train AI technology
and are crucial for Nvidia's ( NVDA ) chipsets, as it has been a
main HBM chip supplier to Nvidia ( NVDA ).
However, Samsung has lagged behind SK Hynix ( HXSCF ) in supplying
HBM chips to AI leader Nvidia ( NVDA ).
At a
shareholder meeting
in March, Samsung executives apologised for poor stock
prices stemming from its late response to the booming AI chip
market. They expected chip earnings to recover in the second
half on demand for smartphones and data centres, and as the
company aims to supply its improved HBM3E 12-layer chips to
Nvidia ( NVDA ) in the middle of this year.
SK Hynix ( HXSCF ) said last month that it has
shipped its HBM4 12-layer chips to customers
, adding that the company aims to complete preparations for
mass production of 12-layer HBM4 products within the second half
of this year.