Samsung Secures Strong Growth in Global HBM Market During Q2 2026

Counterpoint Research has published a comprehensive analysis of the global high-bandwidth memory (HBM) market for the second quarter of 2026. The new report highlights significant developments across the semiconductor industry, noting impressive performance gains by major manufacturers in response to surging AI-driven hardware demands.

Samsung Outpaces Competitors in Quarterly Market Share Expansion

According to recent industry data, Samsung held an impressive 33% share of the global high-bandwidth memory sector, cementing its second-place standing on the chart for the third consecutive quarter. This performance underscores the company's accelerating manufacturing capabilities and strategic positioning in advanced memory technologies.

For context, the South Korean technology conglomerate previously recorded a 21% market share in the first quarter of 2026, and stood at 15% during the second quarter of 2025. This equates to an extraordinary quarter-over-quarter expansion of 12 percentage points—representing a 57% increase—and a remarkable year-over-year jump of 18 percentage points, translating to a 120% overall surge.

This achievement is particularly noteworthy as Samsung was the only major HBM supplier to expand its market presence during this timeframe. Meanwhile, primary competitors saw slight contractions: SK Hynix retained the top position with 50% of the market (down from 58% the previous quarter), while Micron followed closely in third place with an 18% share, dropping from 21% in Q1 2026.

Beyond specialized memory segments, Samsung also maintained its undisputed leadership across the broader DRAM market throughout the quarter, securing a dominant 39% market share.

What was Samsung's market share in the global HBM sector during Q2 2026?

Samsung held a 33% share of the global high-bandwidth memory market in the second quarter of 2026, maintaining the second position globally for the third straight quarter.

How much did Samsung's market share grow compared to the previous year?

Samsung expanded its market position by 18 percentage points year-over-year, marking an impressive 120% increase from its 15% share in Q2 2025.

Which companies competed alongside Samsung in the HBM market?

SK Hynix maintained the top industry position with a 50% market share, while Micron secured third place with an 18% share.

🔎 Ultimately, Samsung's aggressive expansion in high-bandwidth memory highlights its resilience and technical adaptability in a fiercely competitive semiconductor landscape. By successfully outgrowing its peers and simultaneously leading the broader DRAM sector, the company has firmly reinforced its foundational role in powering next-generation artificial intelligence and enterprise computing infrastructures worldwide.