Samsung is the world's largest DRAM and NAND manufacturer, now racing to close the gap with SK Hynix in HBM — the high-bandwidth memory that every AI accelerator requires. Samsung has lagged in HBM yield and qualification, losing share of the lucrative AI memory market to its Korean rival in 2023–2024, but is investing heavily in HBM4 development. As a vertically integrated manufacturer with its own fabs, Samsung is uniquely positioned to ramp HBM supply faster than fabless competitors once yield issues are resolved.
UPSTREAM — SUPPLIERS
No upstream suppliers mapped.
FOCAL NODE
Samsung Memory
World's largest DRAM and NAND supplier, ramping HBM3
DOWNSTREAM — CUSTOMERS
Samsung Memory
World's largest DRAM and NAND supplier, ramping HBM3
↓ Samsung Memory supplies to ↓
DOWNSTREAM — CUSTOMERS