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Samsung extended its lead over SK Hynix in global DRAM sales by 13 points, capitalizing on price gains amid AI demand.

Memory supply remains competitive at the tier-1 level; pricing power is distributed, reducing single-vendor supply risk for hyperscalers.
Trade pressSlicast · August 7, 2026 at 20:00 UTC · US · Source: Qoo Media
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In-depth analysis
CommentaryCXMT vs SK Hynix vs Samsung: HBM Dominance, DRAM Share, and Pricing PowerCommentarySK Hynix Leads HBM Supply Into Vera Rubin, but NVIDIA's In-House Base Die May Reshape Who Captures the Margin
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Samsung extended its lead over SK Hynix in… · Slicast