Institution: The price of the new generation of HBM will continue to rise, and storage providers are expected to set new revenue records in the fourth quarter
2026-11-06 15:25:53
According to CoinMeta, institutional analysis indicates that the prices of the new generation of HBM products are expected to continue to rise, and major storage suppliers are poised to set new revenue records in the fourth quarter. The latest report from market analysis firm Counterpoint shows that in the third quarter of 2026, Samsung held the top position in the DRAM market with a 38% market share. SK Hynix exhibited strong quarter-on-quarter growth, with its revenue increasing by over 40%, regaining some market share. Micron also saw strong growth driven by the demand for AI data center storage, but its growth rate was lower than that of Samsung. SK Hynix' market share increased from 5% in the same period last year to 9%.
Source:Jin10 Data
This content is for market information only and does not constitute investment advice.
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