SK Hynix DRAM Share Leads Micron by 1% as HBM Pricing Shifts

Q2 2026 data reveals SK Hynix's narrow 1% revenue lead over Micron, driven by HBM3E price cuts and delayed HBM4 launches.

Woofun AI data shows that in the second quarter of 2026, SK Hynix held a DRAM market share based on revenue that was only approximately one percentage point higher than Micron. Analyst Jukan attributed this narrower-than-expected gap to a reduction in HBM3E prices following renegotiations, alongside delays in the HBM4 launch.

Additionally, SK Hynix’s long-term supply agreements reportedly feature fixed prices lower than those of competitors, further impacting its revenue performance relative to market expectations.