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Counterpoint: Global DRAM Revenue Surges 369% YoY in 3Q, Samsung Market Share Rises to 38%
2026-11-06 15:00:19 Research firm Counterpoint Research released a report stating that global DRAM revenue surged 369% YoY to nearly USD200 billion in 3Q, benefiting from strong demand for AI accelerators and data centers, driving memory prices and supplier revenue to record highs. Samsung's DRAM market share increased to 38% in 3Q, maintaining its leading position; SK hynix Inc. (SKHY.US) saw its market share decline from 33% in the same period last year to 29%; Micron Technology, Inc. (MU.US) and CXMT (688825.SH) recorded market shares of 21% and 9%, respectively. The report noted that SK hynix Inc. (SKHY.US) continues to dominate the HBM3E market, but its growth momentum has slowed. Samsung's HBM4 products have gained broad customer recognition and are expected to take the top position in the HBM market next year. The report also forecast that memory prices will remain strong next year. HBM prices, which have lagged behind conventional DRAM this year, are gradually catching up. In addition, major new wafer fabrication plants are not expected to commence production before 2028, meaning supply will remain tight and continue supporting strong pricing. (mn/da)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |