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).
~

AASTOCKS Financial News
Website: www.aastocks.com

SG Top Picks
Stock & Type	Code	Strike(Call Level)	Last	Effective Gearing
MU (P)	11114	400 (-)	0.310	2.7 X