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Updated · GSMArena.com · Aug 7Samsung Captures 39% of Q2 DRAM Sales as Rising Prices Widen Lead
3 articles · Updated · GSMArena.com · Aug 7Summary
- Counterpoint said Samsung took 39% of global DRAM sales in Q2 2026, holding No. 1 for a third straight quarter and extending its lead over rivals.
- Rising DRAM prices lifted the quarter, while Samsung also expanded its position in high-bandwidth memory even as HBM prices fell.
- SK Hynix ranked second with 26% share, narrowly ahead of Micron at 25%; CMXT held 7%, with the rest split among smaller makers.
- Q3 could bring another pricing tailwind: analysts expect HBM prices to rebound as Nvidia ships Vera Rubin GPUs and AMD launches Instinct MI455X GPUs.
Insights
With AI memory sold out until 2028, will everyday consumers face massive price hikes for standard PC and mobile RAM? What happens to Samsung's record profits if the anticipated AI infrastructure boom faces an unexpected bottleneck before 2027? Could the rapid rise of China's CXMT disrupt the immense pricing power currently held by Samsung and the Big Three?