Counterpoint Research said Micron could replace SK Hynix as the world's second-largest DRAM supplier, after Micron's revenue jumped about fourfold since the second quarter of 2025. Samsung Electronics regained the No. 1 spot in the second quarter of 2026 with a 39% market share, supported by strong legacy DRAM pricing that is expected to underpin profitability in the current quarter, according to 36Kr. SK Hynix's share fell to 26% in the second quarter from 39% a year earlier, as lower HBM pricing and pressure from early long-term supply agreements weighed on the company.