Samsung Electronics reclaimed the top DRAM market share position in Q4 2025 with a 40% revenue jump. The company aims to solidify its lead by being first to mass-produce HBM4. Watch: Market leadership shift signals competitive intensity in HBM, but no direct price impact reported.
SK Hynix is projected to post a record Q4 operating profit of 16.18 trillion won, driven by strong DRAM and HBM demand for AI accelerators. DDR4 8Gb 3200 prices have surged 15x since May 2023 to $30/unit, as production capacity shifts to DDR5 and HBM. Bullish: Record profits and sold-out HBM capacity signal sustained, intense demand pressure on memory pricing, reinforced by SK Hynix accelerating fab expansion.
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Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |