DRAM龙头，究竟是谁？

Group 1 - SK Hynix maintains its position as the global leader in the DRAM market for the third consecutive quarter, but the gap with Samsung Electronics has narrowed significantly [1] - The global DRAM market revenue reached $41.4 billion in Q3, a 30.9% increase quarter-over-quarter, driven by significant price increases [1] - SK Hynix's revenue for Q3 was $13.75 billion, up 12.4% quarter-over-quarter, but its market share decreased from 38.7% to 33.2% [1] Group 2 - Samsung Electronics regained the top position in the global DRAM market in Q3, with sales reaching $13.942 billion, a 29.6% increase quarter-over-quarter, and a market share of 34.8% [2] - SK Hynix's sales were $13.79 billion, with a market share of 34.4%, indicating a competitive landscape with only a 0.4 percentage point difference between the two companies [2] - Micron Technology ranked third with sales of $8.984 billion and a market share of 22.4% [2] Group 3 - Samsung's growth in HBM supply and strong prices for general DRAM products were key factors in its performance rebound [3] - The overall DRAM market sales reached $40.037 billion in Q3, a 24.7% increase quarter-over-quarter and a 54% increase year-over-year [3] - Samsung also leads the NAND flash market with sales of $5.366 billion and a market share of 29.1% [3] Group 4 - The memory market is expected to continue its strong momentum into Q4, with ongoing supply shortages and low inventory levels among suppliers [4] - Price strength is anticipated to persist due to sustained demand across various application areas [4]