Samsung Leads Q2 DRAM Revenue as Micron Gains Ground

A Counterpoint Research update cited by TechPowerUp shows Samsung retaining the largest share of global DRAM revenue in the second quarter of 2026. Samsung is reported at 39%, while SK hynix holds about 26% after strong year-over-year revenue growth but a lower share than a year earlier. The same report says South Korean suppliers together account for 65% of global DRAM revenue. The data points to a market where higher prices for mainstream DRAM and HBM are lifting supplier revenue, while share shifts depend on product mix, execution, and contract strategy. SK hynix is described as leaning into longer customer agreements with preset pricing terms, while Micron is characterized as gaining ground. For buyers, the key signal is that pricing strength is broad enough to expand the revenue pool even when vendor rankings move.