Sourced evidence
HBM vendor shares Q2 2025 (Chosun Biz via Astute Group)
Astute Group (Sept 24, 2025), citing Chosun Biz: Q2 2025 HBM share SK hynix 62%, Micron 21%, Samsung 17%; Counterpoint forecasts Samsung above 30% in 2026; SK hynix described as NVIDIA primary supplier with HBM4 slated for Rubin. Market-wide shares, not NVIDIA-specific allocation. Source extract: "SK hynix led the market in Q2 with 62% share, Micron followed with 21%, and Samsung trailed with 17%."
- Type
- News report
- Published
- September 24, 2025
- Confidence
- 70/100
- Filed under
- NVIDIA
Cite this
InsightNodes, "HBM vendor shares Q2 2025 (Chosun Biz via Astute Group)" (NVIDIA). Source: Astute Group (citing Chosun Biz, Counterpoint), September 24, 2025, https://www.astutegroup.com/news/general/sk-hynix-holds-62-of-hbm-micron-overtakes-samsung-2026-battle-pivots-to-hbm4/. https://insightnodes.com/claims/e/nvidia-analyst-hbm-share-q2-2025-chosunbiz-2025 (accessed October 30, 2026).
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