Counterpoint Research states that Micron Technology may replace SK Hynix as the world's second-largest DRAM supplier, with its revenue surging approximately fourfold starting from the second quarter of 2025. The research firm indicates that Samsung Electronics, benefiting from robust traditional DRAM pricing, will reclaim the top spot with a 39% market share in the second quarter of 2026, which is expected to bolster its profitability in the current quarter. Counterpoint also mentions that SK Hynix's share dropped to 26% in the second quarter from 39% year-on-year, pressured by lower HBM pricing and the impact of early long-term supply agreements.