According to Counterpoint's report on the second quarter of this year, Samsung is great winner from the rising DRAM prices in the same quarter. The Korean tech giant is widening the gap between itself and its biggest competitor, SK Hynix.
In Q2 2026, Samsung captured 39% of the global DRAM sales and secured the first spot for a third quarter in a row. The Korean company is followed by SK Hynix, securing 26% of the sales, which in turn is closely followed by Micron with a 25% share. CMXT gets only 7%, and the remaining share goes to other smaller manufacturers.
Counterpoint's analysts say that the rising DRAM prices are not the only reason why Samsung is making big strides. The company has also expanded its presence in the HBM (high-bandwidth memory) segment as well. In fact, Samsung managed to secure its positions in the HBM niche despite falling HBM prices.
However, market analysis suggests that HBM prices will rebound in Q3 2026 and will continue to rise as Nvidia is expected to ship its Vera Rubin GPUs and AMD will launch its Instinct MI455X GPUs.
This is exactly why tech is starting to piss me off. While AI is generally great to use as a chatbot, other applications are simply there for major corporations to manipulate people. Lower wage expectancies, please investors, increase the frequency...
Economics 101. When prices are high it makes it very lucrative to enter the market. It just takes a bit of time because it's high tech. Same with gpus. Amd and nvidia have been able to raise prices a lot lately. New companies are popping up, but...
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