TrendForce reports Q2 2026 global DRAM revenue up 59.5% QoQ to ~$154.7B
TrendForce reported that global DRAM revenue grew 59.5% quarter-over-quarter in Q2 2026 to approximately $154.7 billion, with Samsung leading at 39.4% market share, followed by SK Hynix at 24.9% and Micron at 23.3%. Samsung led HBM4 mass production and shipment while SK Hynix's high HBM bit share constrained ASP growth.
Detected & updated continuously · Source: Nebula
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@RealChickenBoy9
트렌드포스: 2Q26 전 세계 DRAM 매출 QoQ +59.5% → 약 $1,547.3억 삼성 $609.8억(+63.4%)·점유율 39.4% 1위 HBM4 양산·출하 선도, 비트출하 증가폭 1위 SK하이닉스 $SKHY $385.9억(+37.9%)·점유율 24.9%(소폭↓) HBM 비트비중 최고로 ASP 상승 제약 마이크론 $MU $360억(+65.5%)·점유율 23.3% https://t.co/4mxzkgitSS
@robchamo
La DRAM se ha multiplicado por 5 en un año, según FT. La IA está compitiendo por la memoria que necesitan nuestros dispositivos. Yo separaría dos negocios: quien vende esa memoria gana poder para fijar precios; quien la compra tiene que subir precios o ceder margen. $MU $MSFT