Analysis: Memory Suppliers' Q4 Revenue Poised to Hit New Records, Next-Gen HBM Prices to Keep Rising

Odaily reports that the latest report from market research firm Counterpoint shows major memory suppliers are expected to set new revenue records in Q4, driven by the launch of next-generation HBM products and continued price increases. In Q3 2026, Samsung ranked first in the DRAM market with a 38% share; SK Hynix posted stronger quarter-over-quarter growth, with revenue up more than 40% QoQ, regaining some market share; Micron grew strongly on the back of AI data center memory demand, but at a slower pace than Samsung and SK Hynix; CXMT's market share rose from 5% in the same period last year to 9%.