Samsung and SK hynix battle for a bigger role in America's AI boom

Two South Korean firms control 83% of the global memory chip market and are deepening ties with U.S. AI giants. SK hynix leads in HBM thanks to its early Nvidia partnership, but Samsung has more than doubled its share in a year with deals involving Nvidia and OpenAI. SK hynix is building a $4 billion advanced packaging plant in Indiana.

• Samsung and SK hynix control 83% of the global memory chip market
• Samsung more than doubled its HBM market share in a year
• SK hynix is building a $4 billion advanced packaging plant in Indiana
• Both firms depend on China, which accounts for about a third of the global market