Samsung may have overtaken SK hynix in HBM revenue, per analysis. If it holds, the HBM pecking order is shifting right as AI memory demand ramps, and that hits both $005930.KS and $000660.KS positioni

What happened: Bernstein estimates Samsung may have overtaken SK hynix in third-quarter HBM revenue, based on a regression analysis of semiconductor exports from South Korean chipmaking regions. Key numbers: Samsung HBM revenue estimated at $8.7 billion, up 33 percent quarter on quarter, versus $7.6 billion Why it matters: The estimate points to a possible shift in leadership in the global AI memory market, where SK hynix had long led. HBM4 production pace and customer deliveries are expected to be a focus of upcoming earnings calls, with SK hynix reporting Wednesday and Samsung Thursday.

Bernstein estimates Samsung may have overtaken SK hynix in third-quarter HBM revenue, based on a regression analysis of semiconductor exports from South Korean chipmaking regions.

The estimate points to a possible shift in leadership in the global AI memory market, where SK hynix had long led. HBM4 production pace and customer deliveries are expected to be a focus of upcoming earnings calls, with SK hynix reporting Wednesday and Samsung Thursday.