SK hynix’s lead over Micron in the global DRAM market narrowed in the second quarter of 2026, according to Counterpoint Research. SK hynix’s revenue-based market share fell to 25%, from 29% in the previous quarter. Micron’s share rose to 24%, from 22%, leaving a one-percentage-point gap. Samsung Electronics maintained a 38% share, retaining its dominant position.

Micron reported record quarterly revenue of $54.23 billion for its fiscal fourth quarter, which covers June through August. Strong demand for AI memory chips drove a fivefold increase in the company’s DRAM revenue compared with the same period a year earlier.