Leverage Shares ETPs EU(@LeverageShares):The DRAM market isn't competitive. It's concentrated. For every $10 spent on DRAM globally, almost $9 goes to just three companies. ◼️ Samsung ◼️ SK hynix ◼️ Micron Together, they control 89.7% of industry revenue. The biggest story beneath the surface? China's CXMT has grown to 7.6% of the market - a reminder that the competitive landscape is slowly evolving as demand for AI memory continues to surge. The question isn't whether DRAM demand will grow. It's whether anyone can break the dominance of the industry's Big Three.

2026.07.28 15:31

The DRAM market isn't competitive. It's concentrated. For every $10 spent on DRAM globally, almost $9 goes to just three companies. ◼️ Samsung ◼️ SK hynix ◼️ Micron Together, they control 89.7% of industry revenue. The biggest story beneath the surface? China's CXMT has grown to 7.6% of the market - a reminder that the competitive landscape is slowly evolving as demand for AI memory continues to surge. The question isn't whether DRAM demand will grow. It's whether anyone can break the dominance of the industry's Big Three.