Micron Technology is projected to become the second-largest DRAM supplier, with revenues quadrupling since Q2 2025, according to Counterpoint Research. Samsung Electronics has reclaimed the top spot in the DRAM market as of Q2 2026, capturing 39% of the market share due to strong pricing. SK Hynix's market share has fallen to 26% in Q2, impacted by lower HBM pricing and existing supply agreements. AI
IMPACT Market share shifts in DRAM and HBM impact the underlying infrastructure for AI model training and deployment.
RANK_REASON Significant market share shifts in the DRAM industry reported by a research firm. [lever_c_demoted from significant: ic=1 ai=0.7]
- Counterpoint Research
- dynamic random-access memory
- High Bandwidth Memory
- Micron Technology
- Samsung Electronics
- SK Hynix
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