星球日报
星球日报|11月 06, 2026 07:31
[Analysis: Storage Suppliers' Q4 Revenue Expected to Set Records, Next-Generation HBM Prices to Continue Rising] According to a recent report by market analysis firm Counterpint, major storage suppliers are expected to set new revenue records in the fourth quarter, driven by the launch of next-generation HBM products and continued price increases. In the third quarter of 2026, Samsung held the top spot in the DRAM market with a 38% market share; SK Hynix showed stronger quarter-on-quarter growth, with revenue increasing by over 40%, regaining some market share; Micron experienced strong growth driven by AI data center storage demand, but its growth rate was lower than Samsung and SK Hynix; Changxin Memory's market share increased from 5% in the same period last year to 9%.
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