Samsung Memory

005930.KSKRXVerified

₩141,200+1.66%

Memory

South KoreaHBM

Largest memory chip maker globally by market share in DRAM, NAND flash, and HBM, pending confirmation from latest industry reports (e.g., Q3/Q4 2024 data).

Hwaseong, South Korea

Founded 1969

Website

30-Day Price History

Suppliers

(3)

Applied Materials

Memory fab equipment

Advantest

DRAM test systems

Western Digital

DRAM and NAND flash memory

Related Bottlenecks

High Bandwidth Memory

HBM supply is concentrated among SK Hynix, Micron, and Samsung. The bottleneck persists due to low manufacturing yields of 12-layer HBM3E stacks and the synchronization of HBM delivery with TSMC's CoWoS packaging schedules. Allocation remains tight as demand from AI accelerator ramps (NVIDIA Blackwell, AMD MI325X) outpaces capacity expansions through 2025.

Source

DRAM Capacity

Standard DRAM production is concentrated in Samsung, SK Hynix, and Micron. While less acute than HBM constraints, DRAM supply remains cyclical with capacity additions requiring 18-24 month lead times. Server DRAM demand continues growing with AI workloads.