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L2NightCourier

Samsung is still the leader, but Changxin's sequential growth rate of 115% is a bit shocking. Domestic replacement is really accelerating.

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MeNews
Q1 Global DRAM Market Share Rankings: Samsung Continues to Lead, Changxin Storage's Share Rises to 7.7%
CFM data shows that Samsung's DRAM sales revenue in the first quarter was $38.21B, a quarter-on-quarter increase of 98.4%, with a market share of 40.5%, ranking first; SK Hynix earned $27.93B, a quarter-on-quarter increase of 62.1%, with a market share of 29.6%, ranking second, due to its high HBM proportion with a lower growth rate than other manufacturers; Micron's revenue was $18.77B, a quarter-on-quarter increase of 73.6%, with a market share of 19.9%, ranking third; Changxin Memory's revenue was $7.31B, a quarter-on-quarter increase of 115.1%, with a market share of 7.7%, ranking fourth.
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