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AI Demand Reshapes DRAM Rankings in Q2 2026; Samsung Leads, Micron Narrows Gap, CXMT Soars

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August 3, 2026

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Author

Jeongku Choi

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Jeongku Choi is a Research Analyst at Counterpoint Research based in Seoul, Korea. As an engineer in LG Electronics, she was responsible for commercializing the latest technologies for new products in mobile and automotive. Also analyzing and strategizing the latest Android technology was one of her roles. Her interests are mobile, mobility, AI, and emerging technologies.

MS Hwang

MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.

Neil Shah

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Neil is a sought-after frequently-quoted Industry Analyst with a wide spectrum of rich multifunctional experience. He is a knowledgeable, adept, and accomplished strategist. In the last 18 years he has offered expert strategic advice that has been highly regarded across different industries especially in telecom. Prior to Counterpoint, Neil worked at Strategy Analytics as a Senior Analyst (Telecom). Neil also had an opportunity to work with Philips Electronics in multiple roles. He is also an IEEE Certified Wireless Professional with a Master of Science (Telecommunications & Business) from the University of Maryland, College Park, USA.