Samsung resurgence in the DRAM market brings back the crown

Samsung's semiconductor division has weathered the storm and is now in much calmer waters. The company faced the perfect storm of low DRAM prices and insufficient high-bandwidth memory orders.

All that has changed in the past few quarters as the memory market has entered into super cycle territory. This has led to intense demand for Samsung's products and unsurprisingly, handed the company the top spot in Q4 2025.

The latest market research shows that Samsung regained the top spot in the global DRAM memory market during the fourth quarter of last year. Samsung's DRAM sales increased 40.9% compared in Q4 2025 compared to the previous quarter, bringing in a whopping $19.1 billion in revenues.

This meant that Samsung took 36.6% of the global market share for the period. SK Hynix remains a close competitor, it saw sales rise 25.2% to $17.2 billion for the period and took a 32.9% market share.

Intense demand from AI companies for high-bandwidth memory chips has also had an impact on the DRAM segment. Memory manufacturers like Samsung and SK Hynix are increasingly focusing their production capabilities on the more lucrative HBM chips.

This has led to reduced DRAM supply as well as higher prices, which is helping these companies rake in the cash on both ends. As things stand right now, analysts expect the tight conditions to persist in the memory market for at least the current year.