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DRAM Revenue Surges 60% as Micron Closes Market Share Gap with SK Hynix

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The Story

News Summary

  • Global DRAM revenue surged 60% quarter-over-quarter to $155 billion in Q2 2026, driven by surging AI data center demand and rising conventional prices.
  • Micron significantly narrowed its market share gap with second-place SK Hynix to 1.6 percentage points, while SK Hynix and Samsung maintain their dominance in HBM.
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