Counterpoint Research said Samsung Electronics led global DRAM and NAND revenue in the first quarter, while SK Hynix remained the top supplier of high-bandwidth memory.

Samsung held 38% of DRAM revenue, ahead of SK hynix’s 29% and Micron’s 22%.

In HBM, SK hynix had 58%, while Samsung and Micron each had 21%. In NAND, Samsung led with 29%, ahead of SK hynix’s 18%.

China-based flash memory maker Yangtze Memory Technologies, or YMTC, climbed to 13% from 8%.

Counterpoint said the DRAM market grew 80% quarter on quarter and 260% year on year in the first quarter.

The research firm said the NAND market grew 90% quarter on quarter, helped by higher prices, AI server demand, and a stronger product mix as suppliers shifted capacity toward HBM, DDR5, and enterprise storage.

🔗 Source: Chosun Daily

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