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Micron Is 1.6 Points From Taking the No. 2 Spot in DRAM

A 6.4-point gap shrank to 1.6 in a single quarter. Where the challenger's gain is coming from matters as much as the ranking.

Micron Is 1.6 Points From Taking the No. 2 Spot in DRAM

Published September 10, 2026 · Category: Finance

Overview

Global DRAM revenue reached nearly $155 billion in the second quarter of 2026, up about 60% from the first quarter, according to a report this week from market researcher TrendForce.

Micron Technology (NASDAQ:MU) grew faster than the market itself -- and faster than both companies ahead of it. The memory maker's DRAM revenue rose about 66% quarter over quarter to $36 billion, lifting its share of the market to 23.3%.

Details

That leaves Micron just 1.6 percentage points behind SK Hynix (NASDAQ:SKHY), which held a 24.9% share on about $38.6 billion of DRAM revenue. Samsung Electronics (OTC:SSNLF) led at 39.4%. One quarter earlier, Micron's deficit to SK Hynix was 6.4 points.

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Source

Originally published at www.fool.com.

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