Samsung poised to overtake SK hynix in HBM race

Samsung Electronics is expected to overtake SK hynix in the high-bandwidth memory market, fueled by the rapid expansion of its next-generation HBM4 business, according to a global investment bank’s report on Sunday. UBS projects Samsung to account for 41 percent of global HBM bit shipments in 2027, narrowly ahead of SK hynix at 39 percent, while Micron Technology is expected to hold a 20 percent share. The forecast marks an acceleration from UBS’ May projection that Samsung would reach parity wi