{
  "id": 11373311,
  "title": "Micron Closes In on SK hynix in Global DRAM Race",
  "url": "https://urgent.news/2026/10/02/micron-closes-in-on-sk-hynix-in-global-dram-race",
  "topic": "tech",
  "section": "Tech",
  "published": "2026-10-02T06:28:53.000Z",
  "source": {
    "name": "BusinessKorea",
    "slug": "businesskorea",
    "url": "https://www.businesskorea.co.kr/news/articleView.html?idxno=278136"
  },
  "original_language": "en",
  "account": "The global DRAM market is witnessing intense competition between the top three players. SK hynix is currently leading in second place with a 25% market share, while Micron has climbed to third place with 24%, closing the gap to just 1 percentage point. Samsung Electronics, which holds the first position, maintains a dominant 38% share of the global DRAM market revenue, having held onto this spot for three consecutive quarters.\n\nThe gap between SK hynix and Micron, which stood at 7 percentage points in Q1, has contracted significantly within a single quarter, shrinking to just 1 percentage point. This sharp decline in SK hynix's market share, which dropped by 4 percentage points, contrasts with Micron's increase of 2 percentage points.\n\nMicron's surge in market share is driven by strong earnings growth. In its latest fiscal fourth-quarter results, Micron reported revenue of $54.23 billion, setting a new quarterly record. Its gross margin also improved by 2.2 percentage points, reaching 86.8% in comparison to the previous quarter. Counterpoint Research highlights that Micron's DRAM revenue grew by fivefold from the same period a year earlier, underscoring its rapid revenue growth and improved profitability.\n\nChina's Changxin Memory Technologies (CXMT) is also making significant strides, securing the fourth position with a 10% market share in the second quarter. This represents a 2 percentage point increase from the previous quarter, and a more than doubling of its market share compared to the same period a year earlier, which was at 4%.\n\nThe supply shortage in the memory semiconductor market is expected to persist for an extended period. Micron CEO Sanjay Mehrotra stated in a conference call that 2027 and 2028 supply and demand conditions for memory and storage are expected to be far tighter than they were in 2026. Over 75% of Micron's 2027 production volume has already been secured through sales contracts, further solidifying their position in the market.",
  "summary": "The race for second place in the global DRAM market is heating up, with the gap between the second- and third-ranked competitors narrowing to just 1 percentage point. As Samsung Electronics maintains an overwhelming hold on first place, U.S.-based Micron, which has posted record-high results, has mo",
  "key_points": [
    "Micron surges to third place with 24% market share, closing gap to 1% behind SK hynix",
    "SK hynix's market share drops 4 percentage points, while Micron increases 2 percentage points",
    "Micron's revenue grows fivefold, gross margin improves by 2.2 percentage points"
  ],
  "editors_take": "Micron's sharp gain in market share to within 1 percentage point of SK hynix signals a shift in the global DRAM market, where competition is intensifying and market leaders are being challenged.",
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}