00:00For the first time in 30 years, Samsung is no longer the king of memory chips.
00:08SK Hinex just dethroned them, and it's all because Samsung missed the AI revolution.
00:16The numbers are brutal.
00:18Samsung's DRAM market share crashed from 41.5% to just 32.7% in 6 months.
00:27That's an 8.8% nosedive that will cost them $126 billion.
00:35Meanwhile, SK Hinex is now the world's leading DRAM manufacturer, something that seemed impossible just two years ago.
00:45So what went wrong?
00:47It all comes down to HBM, High Bandwidth Memory.
00:51This is the special type of memory that AI chips desperately need.
00:57While SK Hinex became NVIDIA's main HBM supplier and rolled the AI wave, Samsung was stuck making regular memory chips that nobody wanted anymore.
01:11SK Hinex expects the AI memory market to grow 30% annually until 2030, and they're positioned perfectly to capture it.
01:22But Samsung's problems go deeper than just memory.
01:28Their foundry business, where they make chips for other companies, is also collapsing.
01:34They hold just 9.3% of the foundry market, while TSMC dominates over 60%.
01:43Major clients like Google are jumping ship to TSMC, because Samsung can't match their quality and yield.
01:52It got so bad that Samsung slashed their foundry investment by 50%, from 10 trillion won in 2024 to just 5 trillion won in 2025.
02:06This isn't about market share, it's about Samsung's entire future and semiconductors.
02:14They're losing ground in both memory and foundry, the two pillars of the chip industry.
02:22And with AI driving the next decade of tech growth, Samsung is watching from the sidelines with their vivos, while they profit.
02:32The big question now is, can Samsung fight back?
02:38They're still a tech giant with massive resources.
02:42But in the fast-moving world of AI chips, being late might mean being left behind forever.
02:50What do you think?
02:51Can Samsung do it or no?
02:54Or is this the end of an era?
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