Samsung Reclaims DRAM Crown, Omdia Puts Market Share Back Ahead of SK hynix on HBM Momentum
Samsung is back on top of the DRAM leaderboard, with new market data pointing to a meaningful swing in competitive momentum as the AI buildout continues to reshape memory demand across data centers, accelerators, and next generation platforms.
According to coverage citing Omdia via Chosun Biz, Samsung’s DRAM market share reached 36.6% in Q4 2025, while SK hynix landed at 32.9% and Micron dropped to 22.9%. The report frames the shift as a combination of a DRAM upcycle and Samsung’s improved positioning in high value product mix, particularly across HBM and server focused DDR5 shipments.
From a strategic lens, the most important signal is not just the ranking flip, but the mechanism behind it. Samsung’s rebound is being credited to stronger sales of premium DRAM categories such as HBM3E and DDR5, alongside a broader enterprise appetite for high density and high performance memory as AI infrastructure spending stays elevated. That matters because the market is increasingly rewarding vendors who can scale both volume and packaging complexity at the same time.
The competitive narrative is also being pulled forward by the next wave. Multiple reports tied to the same Omdia data point toward HBM4 as the next major battleground, with Samsung aiming to convert production scale into consistent supply for accelerator roadmaps. In practical terms, that is where the industry’s real boss fight sits, because HBM allocation and qualification can directly influence how fast major AI platforms ship and how quickly hyperscalers can expand capacity.
For readers tracking gaming and creator hardware, this has downstream implications even if you never buy server memory directly. When AI and enterprise absorb disproportionate DRAM capacity, pricing pressure and supply prioritization tend to ripple outward into consumer segments over time. The memory market is one of the most direct examples of how infrastructure demand can impact the hardware stack gamers actually feel at checkout.
Do you think the next 12 months will be defined more by HBM supply wins, or by who can scale mainstream DDR5 volume without pricing volatility?
