Samsung led the latest located quarterly DRAM revenue-share ranking in 2Q26, while Micron moved to within 1.6 percentage points of SK hynix. TrendForce reported shares of 39.4% for Samsung, 24.9% for SK hynix and 23.3% for Micron in its release dated September 7, 2026. Micron was still third; the narrowing gap does not mean it passed SK hynix.
What “closing the gap” means
The comparison is between SK hynix and Micron’s shares of quarterly DRAM revenue—not their bit shipments, production capacity or market capitalizations. In TrendForce’s 2Q26 figures, SK hynix’s 24.9% share exceeded Micron’s 23.3% by 1.6 percentage points. Samsung remained comfortably first at 39.4%. TrendForce’s September 7, 2026 release is the latest quarterly supplier-share breakdown located here.
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How the SK hynix–Micron gap narrowed
The three reported quarters show a steady contraction in the revenue-share difference:
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1Repair Windows errors before they cause bigger problems2Scan for outdated or missing drivers - takes under a minute3Clear out junk files and repair common Windows errors| Quarter | Samsung | SK hynix | Micron | SK hynix lead over Micron |
|---|---|---|---|---|
| 4Q25 | 36.0% | 32.1% | 22.4% | 9.7 percentage points |
| 1Q26 | 38.5% | 28.8% | 22.4% | 6.4 percentage points |
| 2Q26 | 39.4% | 24.9% | 23.3% | 1.6 percentage points |
Shares are TrendForce’s reported quarterly DRAM revenue-share readings: 4Q25, released February 26, 2026; 1Q26, released June 1, 2026; and 2Q26, released September 7, 2026. The gaps are arithmetic differences between the published shares. This is a comparison of past quarters, not a forecast or proof that the ranking has permanently changed.
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Why the shares moved in 2Q26
TrendForce reported that total DRAM industry revenue rose 59.5% sequentially in 2Q26 as traditional DRAM contract prices climbed sharply. AI-server demand supported shipments of HBM3e, LPDDR5X and high-capacity RDIMMs, while demand associated with agentic AI also lifted RDIMM demand across capacities. Suppliers’ inventories were historically low, and additional supply was mainly directed to servers; aggregate DRAM bit shipments grew only modestly.
Samsung
TrendForce attributed Samsung’s 2Q26 share gain to the strongest bit-shipment growth among the three leading suppliers, a substantial average selling price (ASP) increase, and early HBM4 mass production and shipments. Its earlier 4Q25 report also associated Samsung’s share recovery with stronger pricing and revenue growth.
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SK hynix
SK hynix retained second place, but TrendForce said it had the highest HBM share of total bit shipments among the top three. That mix relatively limited its overall ASP growth in 2Q26. The 1Q26 report similarly described HBM mix as moderating SK hynix’s overall ASP growth.
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TrendForce said Micron prioritized higher-priced server DRAM amid capacity constraints. Its share rose to 23.3% in 2Q26, but the figures do not establish that Micron surpassed SK hynix in shipments, capacity or any measure other than the narrow revenue-share comparison described here.
Rank #3
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What the latest data can—and cannot—show
The latest quarterly supplier-share breakdown located is for 2Q26. TrendForce’s 3Q26 industry analysis listing, dated September 4, 2026, and its September 30, 2026 weekly bulletin provide newer market context, including continuing AI-server demand, tight supply and low stocks. Neither is a finalized 3Q26 supplier-share result, so neither should be used to claim a newer ranking.
Revenue share can move differently from bit shipments because prices and product mix matter. TrendForce’s quarter-specific explanations describe influences on reported revenue and shares; they are not, by themselves, a complete measure of each company’s competitiveness across DRAM products.
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