Changxin Memory Revenue Surges 716% as Samsung Reclaims DRAM Lead

Samsung regains top DRAM share at 39% in Q2 2026. Changxin Memory revenue jumps 716% YoY. HBM prices dip on HBM3E drop, but HBM4 ramp expected later.

Woofun AI data shows that Samsung Electronics reclaimed the leading position in the global DRAM market during the second quarter of 2026, securing a 39% market share. This recovery was driven by rising general DRAM demand and an expanded footprint in the High Bandwidth Memory sector. SK Hynix saw its market share decline to 26% from 39% in the same period last year, despite recording a 214% year-on-year revenue increase. Micron followed with a 25% share.

Changxin Storage experienced a 716% year-on-year revenue surge, supported by robust domestic general DRAM demand and capacity expansion. Nanya Technology reported a 690% year-on-year revenue growth due to increased DDR/LPDDR4/5 supply. While average HBM prices fell year-on-year because of lower HBM3E pricing and delayed HBM4 shipments, Counterpoint anticipates that HBM4 volumes will rise significantly in the second half of the year following NVIDIA Vera Rubin and AMD Instinct MI455X launches, potentially supporting a price rebound.