Samsung's DRAM Share Reaches 38% in Q1 2026, Leading the Market; SK Hynix and HBM Account for 58% Combined
2026-06-26 17:28
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en.Wedoany.com Reported - Samsung Electronics held a 38% share of the global DRAM market (by revenue) in the first quarter of this year, maintaining its leading position for two consecutive quarters. Compared to the previous quarter, the company's share increased by 2 percentage points, making it the only one among the world's top three memory manufacturers to achieve growth. Market research firm Counterpoint Research released data on June 25 revealing the above situation.

Samsung Electronics

SK Hynix ranked second with a 29% market share, down 3 percentage points from the previous quarter, widening the gap with Samsung Electronics to 9 percentage points. Micron Technology maintained its share at 22% unchanged. Chinese company ChangXin Memory Technologies (CXMT) held an 8% market share, flat from the previous quarter but significantly up from 3% in the first quarter of last year. The overall DRAM market grew 80% quarter-over-quarter and 260% year-over-year.

In the high-bandwidth memory (HBM) market, SK Hynix continued to dominate with a 58% share. Although down 11 percentage points from the first quarter of last year, it still holds a majority share. During the same period, Samsung Electronics' share in the HBM market rose from 13% to 21%, while Micron Technology's increased from 18% to 21%. Counterpoint Research expects Samsung Electronics to increase its HBM market share by supplying HBM4 to Nvidia for the first time, with HBM4 supply anticipated to begin in the second half of this year. Samsung Electronics is the first company in the industry to pass Nvidia's HBM4 (sixth-generation) certification tests and provided HBM4E (seventh-generation) samples to key customers one month earlier than SK Hynix.

In the NAND flash memory market, Samsung Electronics maintained its lead with a 29% market share. SK Hynix ranked second with 18%, Kioxia third with 14%, and Micron Technology, SanDisk, and Yangtze Memory Technologies Co. (YMTC) each held 13%. Among them, YMTC's market share surged from 8% in the fourth quarter of last year to 13% in the first quarter of this year, primarily benefiting from memory shortages and price increases.

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