SK hynix has overtaken Samsung as the world's top memory maker in Q2 2025, driven by surging HBM demand from AI accelerators. With over 60% HBM market share and record profits, Hynix signals a shift from commodity DRAM to advanced, AI-optimized memory leadership.

SK Hynix sees the AI-focused High Bandwidth Memory market growing about 30% each year to 2030, approaching $98B. Holding 70% share, it's banking on custom designs, HBM4, and U.S. expansion to keep its edge-despite looming oversupply, rising competition, and the uncertainty of trade politics.