Samsung had a 39% share of DRAM shipments in the second quarter, according to Counterpoint.
- Micron ๐ผ๐๐๐๐๐๐๐พ๐ฝ its ๐๐๐๐พ๐๐๐๐, ๐ผ๐ ๐๐๐๐๐ ๐๐ ๐๐ SK Hynix ๐ฟ๐๐ ๐๐๐พ ๐๐พ๐ผ๐๐๐ฝ ๐๐๐๐ ๐๐๐๐ ๐บ ๐ค๐ง% ๐๐๐บ๐๐พ.
- Typically, Samsung leads the DRAM and NAND flash markets, while SK Hynix dominates HBM, with Micron ranking third across all three major memory categories.
- The retail sentiment was โbullishโ for MU, โbearishโ for DRAM, โneutralโ for SKHY, and โextremely bullishโ for SNDK.
Shares of memory chip makers, including Micron Technology and SanDisk Corp., advanced in premarket trading on Tuesday, amid weeks of volatility driven by profit-taking following lofty valuations, a rotation out of chip stocks, swings in Korean equities and geopolitical concerns stemming from the U.S.-Iran-Israel conflict.
Micron shares jumped 3.2%, while those of SanDisk and SK Hynix rose 2.5% and 2.2% respectively. Theย Roundhill Memory ETF (DRAM) was trading 2.4% at the time of writing. South Koreaโs benchmark index KOSPI, which is heavily weighted towards Samsung Electronics and SK Hynix, closed 1.6% on Tuesday.
Samsung has reclaimed its top spot with a 39% share of DRAM shipments in the second quarter, according to theย latest data published by Counterpoint Research.
Micron has ๐ผ๐๐๐๐๐๐๐พ๐ฝ ๐๐๐ ๐ ๐จ-๐ฟ๐๐พ๐
๐พ๐ฝ ๐๐๐๐พ๐๐๐๐, ๐ผ๐
๐๐๐๐๐ ๐๐ ๐๐ SK Hynix ๐ฟ๐๐ ๐๐๐พ ๐๐พ๐ผ๐๐๐ฝ ๐๐๐๐ ๐๐๐๐ ๐บ ๐ค๐ง% ๐๐๐บ๐๐พ. ๐ฌ๐พ๐บ๐๐๐๐๐
๐พ, ๐ข๐๐๐๐บ'๐ recently listed ๐ข๐ท๐ฌ๐ณ ๐พ๐๐พ๐๐๐พ๐ฝ ๐บ๐ ๐๐๐พ ๐ฟ๐บ๐๐๐พ๐๐-๐๐๐๐๐๐๐ ๐ฃ๐ฑ๐ ๐ฌ ๐๐๐๐๐
๐๐พ๐ ๐๐
๐๐ป๐บ๐
๐
๐, ๐๐๐๐๐
๐๐๐๐๐๐๐ ๐๐๐ ๐๐๐พ ๐ผ๐๐๐๐พ๐๐๐๐๐๐พ ๐
๐บ๐๐ฝ๐๐ผ๐บ๐๐พ ๐๐ ๐พ๐๐๐บ๐๐ฝ๐๐๐ ๐ป๐พ๐๐๐๐ฝ ๐๐๐พ ๐๐๐บ๐ฝ๐๐๐๐๐๐บ๐
๐ก๐๐ ๐ณ๐๐๐พ๐พ, according to the research firm.
Samsung Is Top DRAM Supplier
โSamsung ๐ฝ๐พ๐๐๐๐๐๐๐บ๐๐พ๐ฝ ๐๐๐พ๐๐๐๐พ๐ ๐๐๐๐ ๐ฝ๐๐๐๐๐บ๐๐ผ๐พ, ๐๐๐๐๐๐๐ ๐๐๐๐พ๐๐๐๐ ๐๐ ๐ผ๐๐๐๐พ๐๐๐๐๐๐บ๐ ๐ฃ๐ฑ๐ ๐ฌ ๐๐๐๐๐ ๐ ๐บ๐๐ฝ ๐๐๐๐ผ๐๐๐, ๐๐๐๐ ๐๐๐ฝ๐พ๐๐๐๐ ๐๐๐พ ๐๐บ๐ ๐๐๐๐ ๐ฐ๐ค ๐ค๐ข๐ค๐งโ๐ ๐๐บ๐๐๐พ๐ ๐ ๐พ๐บ๐ฝ๐พ๐ ๐ฒ๐ช H๐๐๐๐,โ Counterpoint said in an X post, detailing its findings.ย
โ๐ถ๐พ ๐พ๐๐๐พ๐ผ๐ ๐๐พ๐๐-๐๐ ๐ฝ๐พ๐๐บ๐๐ฝ ๐ฝ๐๐๐๐พ๐ ๐ป๐ ๐ ๐๐พ๐๐๐๐ผ ๐ ๐จ ๐บ๐๐ฝ ๐ ๐จ ๐๐พ๐๐๐พ๐ ๐ข๐ฏ๐ด ๐๐๐๐๐๐ ๐๐ ๐ ๐๐ฟ๐ ๐๐๐๐ผ๐พ๐ ๐ฟ๐๐๐๐๐พ๐ ๐ฟ๐๐ ๐ผ๐๐๐๐พ๐๐๐๐๐๐บ๐ ๐ฃ๐ฑ๐ ๐ฌ. ๐ง๐ก๐ฌ ๐๐๐๐ผ๐พ๐ ๐๐๐๐๐ ๐ฝ ๐๐พ๐ป๐๐๐๐ฝ ๐บ๐ ๐๐พ๐๐-๐๐พ๐๐พ๐๐บ๐๐๐๐ ๐ง๐ก๐ฌ ๐บ๐๐ฝ ๐ฆ๐ฏ๐ด๐ ๐๐๐ ๐ ๐๐๐ ๐๐ ๐ง๐ค ๐ค๐ข๐ค๐จ, ๐พ๐๐พ๐ ๐บ๐๐๐ฝ ๐๐๐๐๐๐ ๐ผ๐๐๐๐พ๐๐๐๐๐๐.โ
DRAM is the standard short-term memory used in PCs and servers, while HBM is a high-performance, stacked version of DRAM designed to feed AI GPUs with much higher bandwidth. Other memory types, such as NAND flash, are used for long-term storage in SSDs and smartphones.
Typically, Samsung leads the DRAM and NAND flash markets, while SK Hynix dominates HBM, with Micron ranking third across all three major memory categories.
Retail View On Memory Stocks
Investors sold off memory stocks at a rapid pace last month, rotating capital back into Big Tech and software stocks.
Micron stockย plunged 29% in July, marking its worst monthly performance since June 2005. The sharp pullback โ despite an 18.4% rally on July 30 โ underscores the marketโs still-fragile sentiment toward chip stocks.ย
On Stocktwits, the retail sentiment was โbullishโ for MU, โbearishโ for DRAM, โneutralโ for SKHY, and โextremely bullishโ for SNDK.
โ$MU Boom! All three DRAM makers have already sold their entire production capacity for 2027! There is going to be a ton of pent up demand for 2028. I can't wait for Micron share buybacks to start in December,โ a traderย wrote.
Quarterly reports from SanDisk and Western Digital on Aug. 5 will offer more cues for the memory trade. Despite the July selloff,ย Micron shares remain 189% higher year to date.
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