Mon Jul 14 11:10:00 UTC 2025: **Summary:**

The Motley Fool, a financial services company founded in 1993, provides investing solutions, market analysis, and financial education through its website, podcasts, and non-profit. A recent article on its platform discusses the rise in Micron Technology’s stock price, attributing it to positive company-specific news coinciding with negative news from competitor Samsung. Samsung’s disappointing earnings guidance and lack of updates on its HBM (High-Bandwidth Memory) product have created an opportunity for Micron to increase its HBM market share. Micron has been rapidly catching up to other competitors in HBM technology, and any further delays from Samsung could significantly benefit Micron in this oligopolistic market.

**News Article:**

**Micron Shares Surge as Samsung Stumbles in HBM Race**

**[City, State] –** Shares of Micron Technology (MU) jumped nearly 4% today following disappointing news from competitor Samsung, potentially opening the door for Micron to grab a larger share of the lucrative High-Bandwidth Memory (HBM) market.

Samsung, a Korean technology giant, recently announced its second-quarter operating profit is expected to fall 56% year-over-year, significantly below analyst expectations. More critically, the company offered no updates on its 12-layer HBM3 product, a key component in high-performance AI applications. HBM is in high demand, with fixed prices at high margins for the current year.

The news has been seen as a boon for Micron, which has been aggressively developing its HBM technology and rapidly increasing its market share. While Korean rival SK Hynix initially led the HBM sector, Micron has been catching up. The company reported nearly 50% sequential growth in HBM sales last quarter, with its 12-high HBM3E memory production ramping up strongly. Furthermore, Micron is already sampling its next-generation HBM4 to customers, anticipating volume production in early 2026.

The HBM market is dominated by just three major players: Micron, Samsung, and SK Hynix. Samsung’s struggles with its technology, and delays in qualifying its HBM3 products with Nvidia, have created a significant opportunity for Micron to capitalize on the rising demand for HBM in AI applications.

“Samsung has long been the leader in traditional DRAM, but any further delays with their HBM development could allow Micron to significantly expand its market presence beyond its traditional DRAM share,” explained an analyst for The Motley Fool, which published the original story.

While Samsung maintains it will qualify its HBM4 with Nvidia in the second half of the year, further delays would only widen the gap and further benefit Micron.

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