Samsung Memory
Samsung Electronics Co., Ltd. (Memory Division)
Market Share
~40% DRAM, #1 NAND
Key Product
HBM3, DDR5, NAND flash
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Samsung is the world's largest DRAM and NAND flash memory manufacturer, with leading market positions in both segments. The company produces HBM3 and is ramping HBM3E to compete with SK Hynix in the AI memory market. Samsung's memory division supplies DRAM and NAND to virtually every major server, PC, and smartphone manufacturer. Its integrated model — combining memory design, manufacturing, and packaging — gives it significant cost advantages. However, Samsung has lagged SK Hynix in HBM yield and qualification, causing it to lose share of the lucrative AI accelerator memory market to its Korean rival. The company is investing heavily to close this gap, with new HBM4 development underway.