SK Hynix widened its lead in HBM, with a 70 per cent market share in the first quarter, Counterpoint Research said. Its HBM market share will remain above 50 per cent this year, with Samsung’s share falling to below 30 per cent and US rival Micron Technology’s share rising to almost 20 per cent, according to market researcher TrendForce.

SK says it responded to the increased demand with an expansion in sales of high value-added products such as DDR5 DRAM and its 12-layer HBM3E (high-bandwidth memory) used in AI and high-performance compute (HPC) systems.

SK Hynix (KRX:000660) more than doubled its quarterly operating profit as demand for AI chips surged and clients stockpiled inventory ahead of potential U.S. tariffs. The worlds second-largest memory chipmaker posted