MojoTrick(@MojoTricks):TrendForce dropped Q2. A year ago SK hynix ran DRAM. It doesn’t anymore. Share, 2Q25 → 2Q26 SK hynix 38.7% → 24.9% Samsung 32.7% → 39.4% Micron 22.0% → 23.3% The market itself went from $32B to $155B. Almost 5x. Shipments barely moved. Price did all of it. Q2 print: Samsung $61B, SK $39B, Micron $36B. This is total DRAM revenue, not the HBM scoreboard. Different race. $SKHY $MU.NE

MojoTrick

@MojoTricks

Curating the latest in AI, semiconductors, EVs & global tech breakthroughs | Daily insights from | Not affiliated with any brand

Joined January 2022

57 Following 27K Followers

MojoTrick@MojoTricks

2026.09.07 12:05

TrendForce dropped Q2. A year ago SK hynix ran DRAM. It doesn’t anymore. Share, 2Q25 → 2Q26 SK hynix 38.7% → 24.9% Samsung 32.7% → 39.4% Micron 22.0% → 23.3% The market itself went from $32B to $155B. Almost 5x. Shipments barely moved. Price did all of it. Q2 print: Samsung $61B, SK $39B, Micron $36B. This is total DRAM revenue, not the HBM scoreboard. Different race. $SKHY $MU.NE