Samsung and SK Hynix Race for AI Memory Leadership
Samsung Electronics and SK Hynix are competing for a larger share of the fast-growing AI memory market. The two South Korean companies control about 83% of the global memory chip market. Their rivalry is becoming increasingly important as Nvidia, OpenAI and other US technology companies expand AI infrastructure and require advanced memory for powerful computing systems.
High-Bandwidth Memory Powers Modern AI Systems
High-bandwidth memory, or HBM, has become a critical component in advanced AI systems. These specialized memory chips allow processors to access large amounts of data quickly. That capability is important for systems used to train and operate AI models. SK Hynix has held a leading position in HBM, supported by advanced technology and an early relationship with Nvidia.
Samsung Expands Its Position in the HBM Market
Samsung has more than doubled its HBM market share over the past year, according to the Rest of World report. The company has also strengthened relationships with major US technology firms. Its recent moves include collaborations with Nvidia and OpenAI as it seeks a larger role in the expanding AI infrastructure market and competes more directly with SK Hynix.
Nvidia Plays a Major Role in Memory Demand
Nvidia has become a key customer in the HBM market as its AI computing systems require advanced memory. Nvidia and SK Hynix announced a multiyear technology partnership in June 2026 for next-generation memory. The companies plan to develop memory aligned with Nvidia’s AI infrastructure roadmap, including technology for Vera Rubin AI systems and other computing platforms.
Samsung Builds Stronger Ties With OpenAI
Samsung has also expanded its relationship with OpenAI as AI infrastructure demand grows. The company joined OpenAI’s Stargate project alongside SK Hynix in 2025. In September 2026, OpenAI announced that it was working with Samsung on next-generation chips. These developments give Samsung another route into the expanding ecosystem around advanced AI computing.
US-China Chip Tensions Add Pressure on Memory Makers
Samsung and SK Hynix also face challenges linked to the US-China technology conflict. Both companies have established operations in China and rely on the country as an important market. Changes to US export rules have complicated access to advanced chipmaking equipment, while Chinese semiconductor companies are developing domestic alternatives that could increase competition.
AI Memory Competition Could Reshape Chip Supply
The competition between Samsung and SK Hynix reflects the growing importance of memory in global AI infrastructure. Companies are seeking long-term agreements and customised products instead of treating memory as a standard commodity. Their ability to secure major customers such as Nvidia and expand relationships with other AI companies could shape their position in the next phase of AI computing.