U.S. equity research firm Bernstein analyzed that Samsung Electronics could surpass SK Hynix in High Bandwidth Memory (HBM) revenue in the third quarter, potentially challenging SK Hynix's long-standing leadership in the global AI memory market. Bernstein estimates Samsung Electronics' HBM revenue for the third quarter (July to September) at $8.7 billion, a 33% quarter-over-quarter increase, while SK Hynix's revenue for the same period is estimated at $7.6 billion, an 11% quarter-over-quarter increase. Samsung Electronics leads SK Hynix by $1.1 billion.