Counterpoint: Samsung Electronics Regains No. 1 Position in Global DRAM Market in Q2 2026 with 39% Market Share, Followed by SK Hynix and Micron
According to the latest report from market research firm Counterpoint Research, Samsung Electronics reclaimed the top spot in the DRAM market in Q2 2026, ending its previous period of being surpassed by SK Hynix. During the same period, SK Hynix held a 26% market share, followed closely by Micron Technology with 25%. Samsung's resurgence was primarily driven by rising general DRAM prices and the expansion of its HBM (High Bandwidth Memory) business, while SK Hynix's market share decline reflected a drop in HBM average selling prices and temporary pressure from early long-term supply agreements (LTA) with locked-in prices. Counterpoint anticipates that DRAM prices will continue to rise in Q3 as AI server construction progresses, which is expected to improve profitability for Samsung's memory business.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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