Counterpoint Sees Storage Suppliers Setting Q4 Revenue Record as HBM Prices Rise

A Counterpoint report said major storage suppliers could post record revenue in the fourth quarter as new-generation HBM products launch and prices continue to rise. According to Odaily, Samsung held the largest share of the DRAM market in the third quarter of 2026, at 38%. SK Hynix’s revenue rose more than 40% quarter over quarter, helping it regain some market share. Micron also recorded strong growth, driven by demand for memory in AI data centers, though its growth rate was lower than those of Samsung and SK Hynix. ChangXin Memory Technologies (CXMT) increased its market share to 9%, from 5% in the same period last year.