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SK hynix dethrones Samsung to become world's top-selling memory maker for the first time — success mostly attributed to its HBM3 dominance for Nvidia's AI GPUs
Meanwhile, CXMT is looking to catch up.
The news first emerged through multiple South Korean financial publications, with industry tracking firm Counterpoint and Omidia confirming SK hynix’s rise to the number one spot in Q2 2025. Reports suggest delays in qualifying Samsung's own HBM3 and HBM3E with key customers like Nvidia, leading to lost ground in what has become the most lucrative segment of the memory space, so much so that price cuts are now in order. The company has pledged to bounce back with aggressive investment in HBM capacity, and rumors suggest it's chasing new clients beyond Nvidia, such as AMD and custom AI chip start-ups.
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