Samsung vs SK hynix vs Micron — quarterly revenue and market share, 1Q 2024 through 4Q 2025. Eight consecutive quarters of real, sourced figures.
Every row is sourced from TrendForce free press releases. Revenue in USD billions; share is each vendor's percentage of total quarterly DRAM industry revenue. Highlighted rows mark the two rank-flips.
| Quarter | Total DRAM rev | Samsung rev / share | SK hynix rev / share | Micron rev / share |
|---|---|---|---|---|
| 1Q 2024 | $18.35B | $8.05B / 43.9% | $5.70B / 31.1% | $3.95B / 21.5% |
| 2Q 2024 | $22.9B | $9.82B / 42.8% | $7.91B / 34.6% | $4.50B / 19.7% |
| 3Q 2024 | $26.02B | $10.70B / 41.1%* | $8.95B / 34.4%* | $5.78B / 22.2%* |
| 4Q 2024 | $28.0B | $11.25B / 40.2%* | $10.46B / 36.6% | $6.40B / 22.9%* |
| 1Q 2025 ⬆ | $27.01B | $9.10B / 33.7% | $9.72B / 36.0% | $6.58B / 24.4% |
| 2Q 2025 | $31.63B | $10.35B / 32.7% | $12.23B / 38.7% | $6.95B / 22.0% |
| 3Q 2025 | $41.4B | $13.50B / 32.6% | $13.75B / 33.2% | $10.65B / 25.7% |
| 4Q 2025 ⬆ | $53.58B | $19.30B / 36.0% | $17.22B / 32.1% | $11.98B / 22.4% |
Source: TrendForce free press releases, all quarters. Rows marked ⬆ are the two rank-flip quarters. * = share computed from vendor revenue ÷ total industry revenue (those PRs named the ranking and revenue but did not state the share explicitly). 4Q25 also includes Nanya $0.97B, Winbond $0.30B, PSMC $0.03B.
Samsung held a comfortable lead for all of 2024. From 1Q24 through 4Q24, Samsung ran 40–44% market share, roughly 6–9 points ahead of SK hynix. Micron held a steady third at 20–23%. The market was growing fast — total industry revenue climbed from $18.35B in 1Q24 to $28.0B in 4Q24 — but the rankings were stable.
SK hynix overtook Samsung in 1Q25 — a first in recent history. The quarter that ended March 2025 was the first in which SK hynix's DRAM revenue ($9.72B, 36.0%) topped Samsung's ($9.10B, 33.7%). The trigger was Samsung's HBM qualification stumble: Samsung was late to qualify its HBM3E with NVIDIA while SK hynix had already secured the dominant share of AI-accelerator memory. Total industry revenue also pulled back slightly that quarter (−5.5% QoQ), which amplified the relative shift.
SK hynix extended its lead through 2Q and 3Q 2025. By 2Q25 the gap widened to 38.7% vs 32.7%. In 3Q25 the industry surged (+30.9% QoQ to $41.4B) and the two leaders were nearly neck-and-neck in absolute dollars — SK hynix $13.75B vs Samsung $13.50B — but SK hynix still held the top spot.
Samsung reclaimed #1 in 4Q25 on the back of a massive quarter. Total DRAM industry revenue hit a record $53.58B in 4Q25 (+29.4% QoQ). Samsung posted $19.30B (36.0% share), its largest quarter in the dataset, compared with SK hynix at $17.22B (32.1%). The catalyst was Samsung's HBM3E ramp to NVIDIA and strength in conventional DRAM — which, as noted in Samsung's 1Q26 call, had unusually high profitability that quarter because conventional DRAM contract prices are negotiated quarterly and spiked sharply in late 2025.
Micron's quiet climb. Micron started the period at 19.7–21.5% share and reached its high watermark in 3Q25 at 25.7% ($10.65B) — its best quarter in the dataset both in revenue and share. The gain was HBM-driven: Micron ramped HBM3E and secured meaningful AI-accelerator socket wins through 2025. In 4Q25 share edged back to 22.4% as Samsung's record quarter diluted the field.
"HBM revenue doubled year-on-year, underpinned by the company's overwhelming market share which solidified its leadership in the AI memory market." — Kwak Noh-jung, President & CEO, SK hynix — 78th Annual General Shareholders Meeting, March 25, 2026 (SK hynix Newsroom, official). [VERBATIM]