DRAM Market Up 60% in Q2... Samsung Electronics Leads

In the second quarter of this year, the global DRAM market grew by nearly 60% compared to the previous quarter, with Samsung Electronics maintaining its top position with a market share of 39.4%.

Yonhap News Agency

According to a report released on September 7 by market research firm TrendForce, global DRAM industry sales in the second quarter reached USD 154.73 billion, up 59.5% from the previous quarter. TrendForce analyzed that increased demand for memory products, driven by the expansion of large language model (LLM) training and artificial intelligence (AI) inference, led to higher shipments.

TrendForce also projected that DRAM price growth would slow in the third quarter to around 13–18% quarter-on-quarter. Regarding this, TrendForce explained, "Some demand is shifting from high-capacity to low-capacity products, and it is becoming increasingly difficult for PC and smartphone clients to absorb further price increases."

By company, Samsung Electronics reported sales of USD 60.98 billion in the second quarter, a 63.4% increase from the previous quarter, retaining the number one position. Samsung’s market share rose from 38.5% in the first quarter to 39.4% in the second quarter.

SK hynix, in second place, recorded sales of USD 38.59 billion, up 37.9%. Its market share fell from 28.8% in the first quarter to 24.9% in the second quarter.

Micron ranked third, reporting a 65.5% increase in sales to USD 36.0 billion. Its market share edged up from 22.4% in the first quarter to 23.3% in the second quarter.

TrendForce predicted that the three major memory companies will accelerate the transition to advanced manufacturing processes and expand their memory supply capacities by 2027.

This content was produced with the assistance of AI translation services.