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Samsung regains top DRAM market share as industry revenue grows 29% in Q4
Thursday, March 5, 2026 at 09:40 AM
The DRAM market grew 29.4% quarter-over-quarter in Q4 2024, according to research from TrendForce. Samsung Electronics reclaimed its position as the market share leader during this period.
Context
Global DRAM industry revenue surged 29.4% in Q4 2025 to reach $53.58 billion, driven by a massive expansion in AI infrastructure and general-purpose server build-outs. During this period, Samsung Electronics reclaimed the top market share position from SK hynix, capturing 36% of the global market with revenue of $19.30 billion. This shift marks the end of a one-year reign by SK hynix, which saw its share slip to 32.1% despite steady HBM shipments.
The recovery is fueled by a structural shift where AI applications have exhausted supply, leading to a 45–50% increase in conventional DRAM contract prices. Samsung outperformed peers with a 43% quarterly revenue jump, supported by the ramp-up of HBM3e and high-capacity RDIMMs. Looking into 2026, analysts project even tighter supply-demand gaps, with conventional DRAM prices expected to surge by an additional 90–95% as manufacturers prioritize high-margin AI memory over consumer-grade products.
Sources (12)
Kingston Technology Remains Top DRAM Module Supplier for 2024Samsung Electronics Announces Fourth Quarter and FY 2023 Results – Samsung Global Newsroom[PDF] Earnings Presentation: 4Q 2023 Financial ResultsEarnings Releases │Financial Information │ Investor Relations │ Samsung Global | Samsung reclaims top spot in global DRAM market in Q4DRAM Industry Sees Nearly 30% Revenue Growth in 4Q23 Due to Rising Prices and Volume, Says TrendForceTop DRAM makers of Q423Earnings call: Samsung Electronics Q4 FY2023 results display resilience By Investing.com
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