SK Hynix, a key supplier of high-bandwidth memory to Nvidia Corp., captured 36% of the DRAM market in the March quarter, compared with Samsung’s 34%, data from Counterpoint Research show. This comes just after operating profit at Samsung, which held the DRAM crown for more than 30 years, fell below SK Hynix’s for the first time in the December quarter.
“It’s another wake-up call for Samsung,” said MS Hwang, research director at Counterpoint Research in Seoul. SK Hynix’s lead in high-bandwidth memory chips, used for AI, likely comprised a bigger part of the company’s operating income during the period, he said.
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