Overview
- Counterpoint Research reported that in Q2 2026 Samsung led DRAM revenue with about 39%, Micron reached roughly 25% and SK Hynix sat near 26%, while smaller players CXMT and Nanya posted very large year‑over‑year revenue gains.
- Industry reports say the three major suppliers have largely pre‑sold 2027 DRAM and HBM allocations and are prioritizing AI and HPC buyers, a shift that analysts estimate will leave suppliers able to meet only about 60–70% of total downstream demand.
- Samsung on August 5 disclosed technical advances for AI workloads, including a V10 BV‑NAND with more than 400 layers and about 58% higher density than the prior generation and concept products called zHBM and zNAND‑O that stack memory closer to AI accelerators to raise bandwidth and efficiency.
- Chinese maker CXMT has gained negotiating leverage from rapid revenue growth and reportedly refused Apple’s request for lower mobile DRAM pricing, signaling tighter supplier pricing power for both traditional and nontraditional vendors.
- The reorientation toward high‑value HBM and high‑density NAND is reshaping profit pools and customer strategy, and could force phone makers, PC makers and other buyers to secure supply earlier or accept smaller quotas next year.