Q2 2026 Global DRAM Market Share & HBM Price Index Breakdown
Data Index & Metrics
Q2 2026 Global DRAM Market Share & HBM Price Index Breakdown
1. Global DRAM Market Share & Revenue Growth (Q2 2026)
Below is the structured revenue breakdown and year-over-year performance of major DRAM manufacturers during the second quarter of 2026.
| Company | Q2 Market Share | YoY Revenue Growth | Primary Growth Driver |
|---|---|---|---|
| Samsung Electronics | 39% (#1) | Rebounded | Commodity DRAM Price Hikes & HBM Expansion |
| SK Hynix | 26% (#2) | +214% | High HBM Bit Volume & Enterprise SSDs |
| Micron Technology | 25% (#3) | +500% (5x) | Aggressive Capacity Expansion & LTA Delivery |
| CXMT (China) | Emerging | +716% | Domestic Legacy DRAM Demand Expansion |
| Nanya (Taiwan) | Emerging | +690% | DDR4 / LPDDR4 & LPDDR5 Supply Surges |
2. DRAM vs. HBM Price Trend Summary
- Commodity / Legacy DRAM: Maintained a steep upward price trend following robust demand recovery and supply tightening from Q1 into Q2.
- HBM3E Memory: Experienced short-term Average Selling Price (ASP) adjustments due to inventory transitions ahead of next-generation HBM4 mass deployments.
- Contract Pricing (LTA): Fixed long-term agreement caps slightly limited spot price upside gains for early contract signers during the peak rally.
📌 Data Source: Counterpoint Research — Global Memory Tracker Q2 2026 Report
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