How Samsung Lost a 30-Year Lead in Global Memory Market

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For the first time in over three decades, Samsung Electronics is no longer the undisputed king of the memory market. Its empire, built on manufacturing scale and commodity dominance, has been dethroned by its smaller rival, SK Hynix, in the most critical and lucrative segment of the AI era: High-Bandwidth Memory (HBM).

This isn't just a story about a missed product cycle; it's a cautionary tale of a deep cultural and strategic failure. While the AI revolution demanded a new kind of deeply integrated partnership, Samsung's "CFO mindset" and risk-averse culture caused it to dismiss HBM as a "niche business," leading to critical technical failures and a failure to pass Nvidia's stringent certification.

Timestamps:
0:00 - The Fall of the Memory King
2:00 - Chapter 1: The Empire of the Commodity
5:03 - Chapter 2: The Architect's Demand
8:07 - Chapter 3: The CFO Mindset & The Cost of Failure
11:49 - Chapter 4: The Architect's Partner (SK Hynix's Winning Bet)
14:36 - Chapter 5: A Historic Reordering of the Market
16:00 - Chapter 6: The Coming War for HBM4
18:47 - Conclusion: The New Law of Hardware

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