Survey: Samsung Regains Top Spot in Global DRAM Mkt with 39% Share in 2Q; CXMT Posts Brisk Growth
Complete. Here is the key summarySamsung regained the top spot in the global DRAM market in Q2 with a 39% share, according to Counterpoint Research. SK hynix's share fell to 26%, while Micron secured 25%. Neil Shah forecasts Micron's revenue has surged fivefold since Q2 2025, potentially making it the second-largest player. Market dynamics remain influenced by capacity allocation and pricing mechanisms.
Samsung regained the top position in the global DRAM market in 2Q with a 39% market share, recovering to 2024 levels, Counterpoint Research's latest global memory tracker report showed.
In comparison, although SK hynix Inc. (SKHY.US) charted a YoY surge of 214% in quarterly revenue, its market share fell from 39% in 2Q25 to 26% in 2Q26. As one of the world's top three memory manufacturers, Micron Technology, Inc. (MU.US) also delivered solid quarterly results, securing a 25% market share and nearly wrestling with SK hynix for second place. Since the rise of the AI boom in 2H23, Micron has maintained strong growth momentum.
Neil Shah, Vice President of Research at Counterpoint Research, forecast Micron's DRAM revenue to have leaped around fivefold since 2Q25, positioning the company to overtake SK hynix and become the world's second-largest player. Market competition will continue to be influenced by factors including capacity allocation and pricing mechanisms under long-term agreements (LTA).
(Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)