Global top-3 memory maker status, 3Q25

SK Hynix’s oligopolistic advantage in HBM had diminished in the third quarter of 2025, and memory competition will expand from HBM to next-generation products.

Abstract

DIGITIMES observed that the combined memory revenue (covering only DRAM and NAND Flash businesses) of the global top-3 memory makers, Samsung Electronics, SK Hynix, and Micron Technology, nearly reached US$40 billion in the second quarter ofN?瀁??瀁?11_s.jpgN

Table of contents

Introduction
Revenues
Chart 1: Global top-3 memory makers combined revenues, 2Q24-3Q25 (US$b)
By maker
Chart 2: Memory business revenues of top-3 makers, 2Q24-3Q25 (US$b)
Performance breakdown
Operating profit margin
Chart 3: Memory business operating profit margin of top-3 makers, 2Q24-3Q25
DRAM revenues
Chart 4: DRAM revenues of top-3 makers, 2Q24-3Q25 (US$b)
Factors on 2H25 memory performance
Chart 5: Factors affect memory business performance, 2H25
Product and tech
Manufacturing process
Chart 6: DRAM process transitioning schedule of top-3 makers, 2025-2026
HBM4
Chart 7: HBM4 sample delivering and mass production plans of top-3 makers, 2025-2026
DRAM factories and HBM capacity
Chart 8: DRAM factory deployment and HBM capacity of top-3 makers
Memory product development and plans
Chart 9: Key memory product development and plans of top-3 makers
SanDisk HBF
Chart 10: SanDisk HBF product details and structure diagram
Summary
Chart 11: Memory market and development summary in 2H25

Global top-3 memory maker status, 3Q25

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