Market analyst firm Counterpint's latest report shows that as next-generation HBM products are launched and prices continue to rise, major storage vendors are expected to set new revenue records in the fourth quarter. In the third quarter of 2026, Samsung ranked first in the DRAM market with 38% market share; SK Hynix had a stronger month-on-month growth performance, with revenue growth of more than 40% month-on-month, recovering part of the market share; Micron grew strongly, driven by AI data center storage demand, but the growth rate was lower than Samsung and SK Hynix; Changxin Storage's market share increased to 9% from 5% in the same period last year.

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