[Edaily Reporter SOYEON KIM ] SamsungElectronics has expressed confidence in maintaining its leading position, forecasting that its global DRAM market share will exceed 40% next year. The company plans to further strengthen its market dominance as demand for memory continues to rise due to expanding investment in artificial intelligence (AI) infrastructure.

According to industry sources on the 24th, SamsungElectronics’ Memory Business Division held a town hall meeting for employees on the 23rd. At the event, Hwang Sang-jun, Executive Vice President in charge of development at SamsungElectronics’ Memory Business Division, reportedly stated, “SamsungElectronics’ DRAM market share will exceed 40% next year.”

Amid growing demand for AI memory—including High Bandwidth Memory (HBM), Low-Power DRAM (LPDDR), and graphics DRAM—SamsungElectronics believes it can boost its DRAM market share by leveraging its production capacity (CAPA). In particular, as the AI industry evolves from training-centric to inference-centric, demand for high-capacity memory is expanding, leading to expectations of growth not only in HBM but also across various memory product lines.

According to market research firm TrendForce, SamsungElectronics’ global DRAM market share stood at 38.5% as of the first quarter of this year. SK hynix followed with 28.8%, and Micron with 22.4%.

SamsungElectronics ranked second behind SK hynix in DRAM market share for the first three quarters of 2025. It subsequently regained the top spot, driven by the restoration of its HBM competitiveness and growing demand for AI memory.

Since breaking the 40% market share barrier for the first time in the global DRAM market in 2010, SamsungElectronics has maintained a market share of around 40% for an extended period, sustaining its overwhelming market dominance.

During a town hall meeting, the company assessed that both the technological competitiveness and production capacity of its DRAM business are in a positive state and emphasized that it is steadily laying the groundwork for future growth. The industry interprets this as SamsungElectronics expressing confidence that it can further solidify its market leadership by regaining a 40% market share.

In fact, SamsungElectronics is accelerating its efforts to restore its competitiveness in HBM. Following its success last February in becoming the first in the world to begin mass production and shipment of 6th-generation HBM4, the company supplied samples of the 7th-generation HBM4E 12-layer product to global customers in May. Furthermore, by unveiling a mock-up of the next-next-generation HBM5 product—a first in the industry—the company is positioning itself to lead the next-generation AI memory market.

In addition, the company reportedly shared a commitment to provide industry-leading compensation to employees in its memory division. It stated that it would offer separate rewards for completing key tasks as well as HBM-related incentive bonuses. As the memory business is expected to see improved performance this year and next, the scale of performance-based bonuses is also projected to increase. With the industry anticipating record-breaking performance bonuses, the company appears to have encouraged employees by highlighting these compensation benefits.