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Samsung retakes DRAM lead as Micron challenges SK Hynix

2026-08-04·newswire-us-stock-051002
Samsung retakes DRAM lead as Micron challenges SK Hynix.

Counterpoint Research said Micron Technology is poised to overtake SK Hynix as the world’s second-largest DRAM supplier, with its revenue surging about fourfold since the second quarter of 2025. Samsung Electronics reclaimed the top spot in the second quarter of 2026 with a 39% market share, helped by strong pricing for conventional DRAM.

Counterpoint said that pricing is expected to support profitability in the current quarter. SK Hynix’s share fell to 26% from 39% a year earlier, pressured by lower HBM pricing and the burden of early long-term supply agreements, Counterpoint said. China’s ChangXin Memory Technologies is currently the fastest-growing DRAM supplier, with a 7% market share.

The company plans to use proceeds from its recent initial public offering to expand production of HBM and other advanced memory chips.

#Stocks #Semiconductors #Earnings

Full text

Samsung retakes DRAM lead as Micron challenges SK Hynix

Counterpoint Research said Micron Technology is poised to overtake SK Hynix as the world’s second-largest DRAM supplier, with its revenue surging about fourfold since the second quarter of 2025. Samsung Electronics reclaimed the top spot in the second quarter of 2026 with a 39% market share, helped by strong pricing for conventional DRAM. Counterpoint said that pricing is expected to support profitability in the current quarter. SK Hynix’s share fell to 26% from 39% a year earlier, pressured by lower HBM pricing and the burden of early long-term supply agreements, Counterpoint said. China’s ChangXin Memory Technologies is currently the fastest-growing DRAM supplier, with a 7% market share. The company plans to use proceeds from its recent initial public offering to expand production of HBM and other advanced memory chips.

Counterpoint Research said Micron Technology is poised to overtake SK Hynix as the world’s second-largest DRAM supplier, with its revenue surging about fourfold since the second quarter of 2025.

Samsung Electronics reclaimed the top spot in the second quarter of 2026 with a 39% market share, helped by strong pricing for conventional DRAM. Counterpoint said that pricing is expected to support profitability in the current quarter.

SK Hynix’s share fell to 26% from 39% a year earlier, pressured by lower HBM pricing and the burden of early long-term supply agreements, Counterpoint said.

China’s ChangXin Memory Technologies is currently the fastest-growing DRAM supplier, with a 7% market share. The company plans to use proceeds from its recent initial public offering to expand production of HBM and other advanced memory chips.

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