1Q26 Global DRAM Market Share Ranking: Samsung Continues to Lead, CXMT's Share Rises to 7.7%

According to CFM's data, the global DRAM market size reached US$94.325 billion in 1Q26, up 81.5% QoQ. The surge in data center demand has led to tight DRAM supply. HBM occupying most of the production capacity further squeezes other DRAM supply, driving a substantial increase in ASPs of DDR/LPDDR products in Q1. Currently, the profit margin of general-purpose DDR has surpassed that of HBM. By market share: Samsung 40.5%, SK hynix 29.6%, Micron 19.9%, CXMT 7.7%, Nanya Technology 1.6%, Winbond Electronics 0.6%.