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According to data released by market research agency Counterpoint Research on the 5th, Samsung Electronics had the largest DRAM market share in the third quarter, accounting for 38%; SK Hynix 29% and Micron 21%. According to Counterpoint Research's research results, Samsung Electronics relinquished the top position in the DRAM list to SK Hynix in the first quarter of last year due to the blockage of HBM supply. Since then, Samsung has successfully won HBM supply orders from major AI chip customers, and relied on DRAM production capacity advantages to return to number one in the fourth quarter of last year. According to Counterpoint Research, total global DRAM revenue in the third quarter was close to five times that of the same period last year, reaching 200 billion US dollars. DRAM bit shipments increased by only 4% this quarter, and revenue growth was mainly driven by rising average sales prices.

Zhitongcaijing·11/05/2026 09:33:17
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According to data released by market research agency Counterpoint Research on the 5th, Samsung Electronics had the largest DRAM market share in the third quarter, accounting for 38%; SK Hynix 29% and Micron 21%. According to Counterpoint Research's research results, Samsung Electronics relinquished the top position in the DRAM list to SK Hynix in the first quarter of last year due to the blockage of HBM supply. Since then, Samsung has successfully won HBM supply orders from major AI chip customers, and relied on DRAM production capacity advantages to return to number one in the fourth quarter of last year. According to Counterpoint Research, total global DRAM revenue in the third quarter was close to five times that of the same period last year, reaching 200 billion US dollars. DRAM bit shipments increased by only 4% this quarter, and revenue growth was mainly driven by rising average sales prices.