机构：第3季全球DRAM市场，SK海力士蝉联龙头

Core Insights - SK Hynix maintains its position as the leader in the DRAM market for the third consecutive quarter, although its market share has decreased by 4 percentage points to 34% compared to Q2 [1] - Samsung Electronics benefits from strong performance in high-bandwidth memory (HBM3E), increasing its DRAM market share by 1 percentage point to 33% in Q3 [1] - In the HBM market, SK Hynix's market share fell to 57% from 64% in Q2, while Samsung's share rose from 15% to 22%, surpassing Micron's 21% to become the second-largest player [1] Market Dynamics - The global DRAM market size increased by 26% quarter-over-quarter in Q3, driven by rising export volumes and prices [1] - A supply shortage has emerged due to major suppliers reducing production of traditional DRAM, benefiting Nanya Technology, which increased its market share from 1% in Q2 to 2% [1] - The rapid changes in the DRAM industry indicate that the high market shares of SK Hynix, Samsung Electronics, and Micron are still insufficient to meet market demand, highlighting the need for more manufacturers to increase production capacity [1]