South Korea’s SK Hynix has surpassed Samsung Electronics as the country’s most valuable listed company, propelled by a surge in value of the specialised high-bandwidth memory (HBM) chips integrated into AI processors.
While Samsung is more diversified than SK Hynix, selling everything from smartphones to logic chips to televisions, SK Hynix’s focus on HBM has gained it a far larger share of the market than Samsung’s.
It holds around 61 percent of the worldwide HBM market, compared to 21 percent for US-based Micron and 17 percent for Samsung.
Image credit: Intel
Memory chip shortage
