CXMT's Global DRAM Market Share More-Than Doubles -- Market Talk

Dow Jones
05/28

0305 GMT - CXMT's DRAM market share has more-than doubled in 1Q from the same period last year, Counterpoint data shows. The Chinese memory-chip maker is the fastest-growing DRAM player globally, with revenue surging 700% as it captures growing domestic DRAM demand for products ranging from smartphones to servers amid the AI boom. However, the top three players, Samsung, SK Hynix and Micron, still own around 90% of the market, the data shows. Companies such as Samsung and Micron are moving quickly to expand capacity and reinforce their lead in next-generation technology in response to the rise of CXMT, it notes. Meanwhile, memory prices for both high-bandwidth memory and commodity DRAM are expected to rise an additional 50% in 2Q from the previous quarter, it adds. (sherry.qin@wsj.com)

 

(END) Dow Jones Newswires

May 27, 2026 23:05 ET (03:05 GMT)

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