As Samsung Electronics posted its largest-ever quarterly operating profit in the fourth quarter last year, it also reclaimed the No. 1 market share in the global DRAM market after one year.
According to market research firm Counterpoint Research on the 8th, Samsung Electronics' fourth-quarter memory semiconductor revenue last year rose 34% from the previous quarter to $25.9 billion.
Memory semiconductors are estimated to have accounted for about 40% of Samsung Electronics' total revenue (93 trillion won). DRAM revenue came to $19.2 billion, and NAND revenue totaled $6.7 billion.
During the same period, SK hynix's total memory revenue was $22.4 billion, with $17.1 billion from DRAM and $5.3 billion from NAND.
Samsung Electronics regained the No. 1 DRAM market share it had lost to SK hynix after one year. Samsung Electronics had maintained the top spot in the DRAM market for roughly 30 years through the fourth quarter of 2024, but in the first quarter of 2025 it yielded the No. 1 DRAM position to SK hynix for the first time.
Choi Jeong-gu, a senior researcher at Counterpoint Research, said, "Samsung is back," adding, "In commodity DRAM, it is responding well with a server focus in line with customer demand trends, and the adoption of the advanced 1c node process and 4-nanometer logic process in HBM4 (6th generation) is delivering strong results in the speed and heat generation that customers require."