Samsung Continues DRAM Market Share Lead, Micron Is Catching Up, Notes Report

According to Counterpoint Research's Global Memory Tracker update for the second quarter of 2026, memory manufacturers are adjusting their share of the global DRAM revenue. The report highlights that South Korean memory makers remain dominant, with 65% of global DRAM revenue going to Samsung and SK hynix. Samsung holds the top position, capturing 39% of the global DRAM revenue. The South Korean giant has reportedly resolved its manufacturing issues, and its foundry has delivered strong performance, widening the gap with other manufacturers. Price increases in regular DRAM and specialty solutions like HBM have significantly boosted the company's revenue, securing its stable number one spot.

In second place, SK hynix holds about 26% of the global revenue share. This is a decrease from the 39% share the company held in Q2 2025, despite its revenue growing 214% year-over-year. This indicates that while the DRAM market is expanding, Samsung is capturing a larger share of the new market growth, leading to a higher overall revenue share. SK hynix was the first to implement long-term agreements with customers, where price volatility is predetermined. This strategy involves encouraging customers into multi-year agreements rather than capitalizing on short-term price fluctuations.