SK hynix's market share of the DRAM market has reached 35% as of Q3 of this year according to market research firm Omida (via Business Korea). The entire DRAM industry has lately seen a great amount of growth thanks to the demand for more AI hardware, which uses a relatively large amount of memory. SK hynix has seemingly done particularly well in this new environment, hitting an all-time high when it comes to market share.
The data center GPUs that companies want for training AI models and other related tasks come with more VRAM than ever before. For reference, AMD's 2020 Radeon Instinct MI100 came with 32 GB of HBM2, and MI200 in 2021 came with 64 GB of HBM2e. The company's latest MI300X has 192 GB of HBM3, and Nvidia's not too far behind as its H200 flagship has 141 GB of HBM3e.
