Counterpoint: Major storage manufacturers are expected to reach record-high revenue in the fourth quarter

The latest report from market analysis firm Counterpoint shows that with the launch of the new generation of HBM products and continued price increases, major memory suppliers 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 a 38% market share; SK Hynix showed even stronger quarter-on-quarter growth, with revenue increasing by more than 40%, regaining part of its market share; Micron achieved strong growth driven by AI data center storage demand, though its growth rate was lower than that of Samsung and SK Hynix; ChangXin Memory Technologies increased its market share from 5% in the same period last year to 9%.