Market Highlights:

• In Q1 2026, Samsung led the market with a 38% share, followed by SK hynix with a 29% share.
• CXMT accounted for 8%, demonstrating significant growth from 3% in the same period of 2025.
• The DRAM market grew 80% QoQ and 260% YoY in Q1 2026.

*Due to rounding, the total may not add up to 100%.

Market Highlights:

• In Q1 2026, SK hynix maintained its top position with a 58% share, but this was a decline from the 69% share in the same period of the previous year.
• Samsung took third place, but as the first supplier of HBM4 to NVIDIA, it is expected to gradually increase its market share.
• Most of the HBM revenue comes from HBM3E, and shipments of HBM4 are expected to materialize in the second half of the year.

The global DRAM market share numbers are from:

Memory Tracker and Forecast Insights Report, Q1 2026

Excel File ｜Published Date: June 2026

This report provides a comprehensive view of DRAM and NAND Flash market demand and supply trends. It features a unique 3-dimensional tracker that captures data across Brand, Application, and Type — in both bits and revenue terms — offering unparalleled insights into the rapidly evolving dynamics of the memory industry amid the adoption of Gen AI.