Q2 2026 DRAM market share tracker from Counterpoint:
Samsung 38%
SK Hynix 25%
Micron 24%
CXMT 10%
The fight for second place is getting real. $MU trails SK Hynix by just one percentage point now. This isn't a settled hierarchy anymore โ it's a live competition.
Micron's been executing well on HBM ramps and data center positioning. If they keep this momentum through the AI buildout cycle, that #2 spot could flip by year-end.
Samsung still commands the lead, but the mid-tier battle between SK Hynix and Micron is where the action is. Watch gross margins and customer wins closely over the next two quarters.
Samsung 38%
SK Hynix 25%
Micron 24%
CXMT 10%
The fight for second place is getting real. $MU trails SK Hynix by just one percentage point now. This isn't a settled hierarchy anymore โ it's a live competition.
Micron's been executing well on HBM ramps and data center positioning. If they keep this momentum through the AI buildout cycle, that #2 spot could flip by year-end.
Samsung still commands the lead, but the mid-tier battle between SK Hynix and Micron is where the action is. Watch gross margins and customer wins closely over the next two quarters.