Counterpoint Research says Chinese memory makers are catching up in DRAM and NAND, but HBM leadership could remain with Micron and SK Hynix for years.
High-bandwidth memory — the specialized chips powering Nvidia Corp.'s latest AI accelerators — appears set to remain dominated by established leaders such as Micron Technology Inc.
(NASDAQ:MU), SK Hynix Inc.
(NASDAQ:SKHY) and Samsung Electronics Co.
Ltd.
(NYSE:SSNLF) for years.
Ray Wang says China's CXMT holds a 10% DRAM share but trails SK Hynix by 4 years in HBM, as AI memory shortages rattle U.S. chip…
The two Chinese firms are gaining market share in DRAM and NAND, although high-bandwidth memory remains dominated by global…
Micron's 170% stock surge in 2026 highlights extreme concentration in the memory chip market, raising risks for tech equities and…
Memory stocks rise as AI demand drives chip shortages. Morgan Stanley sees a multi-year tailwind for top memory makers.
SK Hynix earnings could determine whether Wall Street misread the AI memory selloff as demand fears mount over China and HBM…
Micron and SanDisk are battling for AI memory chip dominance in a supercycle expected to last through 2030, with major…
