4Q25 DRAM Revenue Rankings by Manufacturer

Demand for high-density DDR5, LPDDR5X, and HBM used in servers remained robust, while a significant supply gap persisted in the DRAM market during the fourth quarter. Although DRAM bit shipments saw limited growth, a sharp increase in DRAM ASP drove the DRAM market size up 29.8% quarter-over-quarter.

Samsung's DRAM sales reached $19.26 billion in Q4, up 38.1% sequentially, capturing a 37.1% market share to rank first. SK Hynix posted $17.22 billion in DRAM sales, up 24.9% quarter-over-quarter, with a 33.1% share to rank second. Micron's DRAM sales reached $10.81 billion in Q4 (September–November 2025), up 20.3% sequentially, accounting for a 20.8% market share and ranking third. Nanya Technology reported $972 million in Q4 DRAM sales, up 54.3% quarter-over-quarter, representing a 1.9% share. Winbond recorded $299 million in Q4 DRAM sales, up 34.7% sequentially, with a 0.6% market share.