Counterpoint: Samsung Regains DRAM Market Leadership with 39% Share in Q2 2026

Huo Xing Finance reports, according to Counterpoint Research data, Samsung Electronics regained the top position in the global DRAM market in the second quarter of 2026 with a 39% market share, showing a significant recovery compared to the same period last year; SK Hynix’s share declined from 39% last year to 26%, despite a 214% year-over-year revenue increase; Micron followed closely with a 25% share, just one percentage point behind SK Hynix. Counterpoint noted that Samsung’s rebound was driven by increased demand for general-purpose DRAM and expanded market share in the HBM segment. Prices for general-purpose DRAM rose significantly quarter-over-quarter, while the average price of HBM declined year-over-year due to lower HBM3E pricing and delayed HBM4 shipments. ChangXin Memory Technologies saw a 716% year-over-year revenue increase, benefiting from strong domestic demand for general-purpose DRAM and capacity expansion; Nanya Technology recorded a 690% year-over-year revenue growth, supported by increased supply of DDR/LPDDR4/5. Counterpoint forecasts that HBM4 shipments will rise significantly in the second half of the year with the launch of NVIDIA Vera Rubin and AMD Instinct MI455X, and an improved product mix is expected to support a rebound in HBM prices.