Điểm đối lập: Samsung lấy lại vị trí dẫn đầu thị trường DRAM với thị phần 39% trong quý 2 năm 2026

The Huoxing Finance report, citing data from Counterpoint Research, shows that in the second quarter of 2026, Samsung Electronics regained the top position in the global DRAM market with a 39% market share, marking a significant recovery compared to the same period last year; SK Hynix’s share dropped from 39% last year to 26%, despite a 214% year-over-year revenue growth; 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. General-purpose DRAM prices rose significantly quarter-over-quarter, while average HBM prices declined year-over-year due to lower HBM3E pricing and delayed HBM4 shipments. ChangXin Memory Technologies saw a 716% year-over-year revenue growth, 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 significantly increase 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.