ENG
Insight

Global DRAM and HBM Market Share: Quarterly

1
September 1, 2026
Global DRAM Market Share by Revenue, Q2 2025 – Q2 2026


Market ShareQ2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Samsung33%33%36%38%38%
SK Hynix39%33%32%29%25%
Micron22%26%22%22%24%
CXMT4%5%8%8%10%
Nanya1%1%2%2%2%
Others1%1%1%1%1%

*Due to rounding, the total may not add up to 100%.

Market Highlights:

  • In Q2 2026, Samsung secured a 38% market share, leading second-place SK Hynix, which held 25%, by a 13% margin.
  • CXMT accounted for 10%, demonstrating significant growth from 4% in the same period of the previous year.
  • The DRAM market in Q2 2026 showed a growth trend of 57% compared to the previous quarter and 385% compared to the same period of the previous year.


Market ShareQ2 2025Q3 2025Q4 2025Q1 2026Q2 2026
SK Hynix64%56%57%58%50%
Samsung15%23%22%21%33%
Micron21%21%21%21%18%

*Due to rounding, the total may not add up to 100%.

Market Highlights:

  • In Q2 2026, SK Hynix maintained its top position with 50%, but showed a decline compared to 64% in the same period of the previous year.
  • Samsung took second place and is expected to gradually increase its market share with the shipment of HBM4.
  • Most of the HBM revenue comes from HBM3E, and shipments of HBM4 are expected to become visible in the second half of the year.


The global DRAM market share numbers are from:

Memory Tracker and Forecast Insights Report, Q2 2026

Excel File |Published Date: Sep 2026

This report provides a comprehensive view of DRAM and NAND Flash market demand and supply trends. It features a unique 3-dimensional tracker that captures data across Brand, Application, and Type — in both bits and revenue terms — offering unparalleled insights into the rapidly evolving dynamics of the memory industry amid the adoption of Gen AI.

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Team Counterpoint

Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research report as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer