Samsung DRAM Share Hits 39% as Micron Narrows Gap With SK Hynix

Samsung Electronics widened its lead in the global DRAM market during the second quarter of 2026. The memory giant captured 39 percent of the market, gaining one percentage point from the previous period. This expansion matters because it solidifies Samsung's position as the dominant supplier for the components that power everything from smartphones to data centers. Buyers relying on Samsung for memory modules will see continued supply stability from the market leader.

Micron closes in on SK Hynix as Samsung widens lead in global memory market

The competitive landscape shifted as Micron closed the gap with SK Hynix. Micron held a 25 percent share, while SK Hynix sat at 26 percent. This narrowing margin indicates intense rivalry among the top three manufacturers. The dynamic suggests that the traditional hierarchy of memory suppliers is becoming more fluid as demand patterns evolve.

Revenue growth varied significantly across the major players. SK Hynix reported a 214 percent year-over-year increase, despite losing some market share due to falling High Bandwidth Memory prices. Micron saw its DRAM revenue grow five times compared to the previous year. These figures highlight how pricing pressures and product mix changes impact top-line results even when volume shares shift slightly.

Chinese and Taiwanese manufacturers recorded explosive revenue growth. CXMT increased its revenue by 716 percent, and Nanya Technology grew by 690 percent. Analysts predict that CXMT will inevitably become the fourth major DRAM manufacturer. This rapid ascent challenges the traditional dominance of the Korean and American firms and reshapes the global supply chain.

We've been tracking DRAM closely — see our earlier coverage on Samsung and SK Hynix Raise Mobile. The Q2 2026 data confirms that while the top three fight for marginal share gains, new entrants are capturing significant revenue growth. Samsung's expanded lead and Micron's catch-up phase define the current market structure.