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SK Hynix overtakes Samsung in market value as AI memory chip demand pays off; Korean chip hierarchy shifts.

HBM supply leadership translates to stock premium; Samsung's generalist-chip strategy underperforms AI-memory specialists.
Trade pressSlicast · June 24, 2026 at 07:54 UTC · US · Source: Electronics For You BUSINESS
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SK Hynix
Samsung
In-depth analysis
CommentaryCXMT vs SK Hynix vs Samsung: HBM Dominance, DRAM Share, and Pricing PowerCommentarySK Hynix Leads HBM Supply Into Vera Rubin, but NVIDIA's In-House Base Die May Reshape Who Captures the Margin
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SK Hynix overtakes Samsung in market value as… · Slicast