According to Counterpoint data, Samsung regained its leading position in DRAM revenue in Q2 2026 with a 39% share, followed by SK Hynix and Micron with 26% and 25% respectively.
CXMT revenue increased by 716% year-on-year. While traditional DRAM prices rose due to demand from AI server CPUs, HBM3E price reductions and the delayed launch of HBM4 temporarily weakened the average price of HBM, indicating that different memory categories did not rise in tandem.
The changes were even more pronounced in NAND. Enterprise-grade SSDs accounted for 48% of global NAND shipments, up from 26% a year ago,
with Samsung, SK Hynix, and YMTC accounting for 25%, 22%, and 14% respectively. However, YMTC still ranked fifth by revenue, reflecting the value gap between consumer-grade products and AI server products. This means that
competition in AI infrastructure is extending from GPUs and HBM to server DRAM, KV cache offloading, and high-capacity SSDs. Leaders need to possess advanced products, expansion capabilities, and long-term supply contracts simultaneously.
