-
-
Service Offerings
-
-
-
-
Storage chips are entering a “supercycle,” and supply shortages will persist until 2027, reshaping the market landscape for HBM and DRAM.
Release date:
2025-12-25
12 Moon 22 News reports that the market research firm... Counterpoint research Recently announced 2025 Third quarter of the year Dynamic Random-Access Memory Market and HBM (High-Bandwidth Memory) Market Tracking and Forecasting Report. 2025 Global in the third quarter of the year Dynamic Random-Access Memory Driven by the simultaneous growth in both shipment volume and prices, the market size saw a significant month-on-month increase. 26% Meanwhile, HBM (The high-bandwidth memory) market is also... AI Continued expansion driven by demand. However, as major suppliers cut production of traditional... Dynamic Random-Access Memory The tight supply situation has further intensified, and the industry has entered a new round of “supercycle.”
Market structure: SK SK Hynix takes the lead, with Samsung and Micron hot on its heels.
At Dynamic Random-Access Memory Market, SK SK Hynix has maintained the top position for three consecutive quarters, but its market share declined slightly quarter-on-quarter. 4 percentage point to 34% ; Samsung with 33% Its share followed closely behind, while Micron’s grew to 26% , ranking third. Changxin Storage and South Asia Technology respectively with 5% and 2% Its share ranks fourth and fifth. Counterpoint It was pointed out that South Asian technology is being affected by production cuts from major manufacturers in the traditional sector. Dynamic Random-Access Memory As a result, market share doubled.
HBM In the market, SK Hynix still with 57% It ranks first in market share, but has declined compared to the previous quarter. 7 percentage points; Samsung relies on HBM3E Strong performance, increased market share 7 percentage point to 22% ; Micron's share remained flat at 21%。 HBM It has become one of the most fiercely competitive segments in the storage chip industry.
Supply shortages are pervasive throughout the industrial chain, and long-term contracts have already been locked in. 2027 Year
As the world... AI Infrastructure investment has entered the hundreds of billions of dollars range, and supply of storage chips is tight across the board. Industry price negotiation mechanisms have generally shifted to semiannual or even longer cycles, and numerous manufacturers are taking measures to ensure... 2026 Annual supply has been secured through semi-annual contracts, and some negotiations have even extended to... 2027 Year. Currently, SK Hynix 2026 Year Dynamic Random-Access Memory Production capacity has been fully sold out, and production has been initiated. 2027 Annual supply negotiations; Samsung Electronics has also completed them. 2026 Most of the annual production capacity has been contracted, and we are considering... Dynamic Random-Access Memory Price increase 40% The above.
Inventory data also reflect a tight situation: As of... 2025 Third quarter of the year, Samsung Electronics DS Department finished goods inventory decreased month-on-month. 14.6% ， SK Hynix finished goods inventory compared to... 2024 The decline at the end of the year was significant. On the demand side, terminal manufacturers such as Xiaomi and Lenovo have already secured their positions in advance. 2026 Throughout the year, SMIC’s capacity utilization rate for memory supply reached as high as... 95.8% , the equipment delivery cycle can be as long as 6 months.
Industry Impact: The Importance of Chip Testing and Quality Control Becomes More Prominent
In the storage chip “supercycle,” the supply-demand gap is merely... 5% This could trigger multiple-fold fluctuations in prices, while it takes at least [time period] for new manufacturers from tape-out to mass production. 16 months. The tightness of the supply chain and sharp price fluctuations have made reliability, consistency testing, and quality control of chips particularly critical—especially... HBM As for high-end storage products, their stacked architectures and stringent performance requirements are placing higher standards on testing technologies. Consequently, chip-testing companies in this field will seize a new round of opportunities—driven by both technological upgrades and growing market demand. Industry analysts predict that, as contract cycles lengthen and pricing rises, the tight supply situation for storage chips is likely to persist. 2027 This year, the entire industrial chain will continue to operate in a phase of high prosperity.
Keywords:
Recommended News
Share to
