MU · News · 20260805N

Competition and Market Share

MICRON TECHNOLOGY INC · 2026-08-05 · Importance 17 · Surprise 24

Micron reportedly holds 25% of global DRAM revenue, narrowing the gap with SK Hynix at 26%, while Samsung remains the leader at 39%. The company is gaining share as AI demand increases, but SK Hynix continues to dominate the highest-margin HBM segment. Chinese rival CXMT, along with Samsung and SK Hynix, is pursuing aggressive capacity expansion that could pressure future DRAM and NAND pricing. Analysts expect competition and new supply to slow memory price increases, with potential price declines emerging in late 2027.

Key facts

• Micron now holds 25% of global DRAM revenue, SK Hynix holds 26%, and Samsung leads with 39%. source
• Sahm reported Micron's stock rose nearly 4% as it rapidly gained market share in the global DRAM market. source