The shift comes as Nvidia requires Samsung, SK Hynix, and Micron to use TSMC's 3nm process for the base dies of its custom NVHBM chips to standardize performance. This arrangement marks the first time Samsung has collaborated with TSMC for HBM manufacturing, although it retains in-house production for its standard products. Despite the loss in revenue lead, SK Hynix is still projected to report a record third-quarter operating profit of roughly 77 trillion won with a 78% margin.
Friday, October 23, 2026
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Samsung Overtakes SK Hynix in HBM Revenue for First Time in Years
Earnings3 hours ago
Samsung's high-bandwidth memory earnings reached approximately $8.7 billion in the third quarter, surpassing rival SK Hynix's $7.6 billion to end its competitor's long dominance in the AI memory market, Bernstein estimates. Samsung’s HBM revenue grew 33% from the previous quarter, while SK Hynix saw a smaller gain of 11%. This reversal follows two consecutive quarters where SK Hynix missed HBM4 shipment targets, a slump driven by tuning issues and delays to Nvidia's Rubin platform.
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