Counterpoint: Q3 global DRAM revenue nears $200 billion, up 369%
Briefing by News4U · First published
ITHome reports that Counterpoint Research’s Global Memory Market Tracker shows 2026 Q3 global DRAM revenue approaching $200 billion, up 369% year-on-year, driven by price increases rather than volume growth. Samsung held 38% share; SK Hynix narrowed the gap with over 40% sequential revenue growth; Micron also grew strongly while CXMT’s share slipped from 10% to 9%. HBM revenue nearly doubled but its share of total DRAM revenue fell as conventional DRAM grew faster. Analysts expect continued price strength into 2027 amid tight supply until new fabs open in 2028. [1]
Sources
- Counterpoint：三季度全球 DRAM 营收逼近 2000 亿美元，同比大增 369% 实现超级周期
ITHome · · Summary only