Global DRAM industry revenue reached a record $154.73 billion in the second quarter of 2026, up 59.5% from the prior quarter and 4.9 times the $31.63 billion recorded a year earlier, as large language model training and AI inference increased memory demand. TrendForce said Samsung Electronics led the market with a 39.4% share, followed by SK Hynix at 24.9% and Micron at 23.3%. Samsung's share rose from 38.5% in the first quarter, while SK Hynix's revenue climbed to $38.59 billion but its share declined from 28.8%, reflecting its comparatively high exposure to HBM products sold under annual contracts. The reported market total was equivalent to about 4.8 times Samsung's 2025 operating profit of 43.6 trillion Korean won. TrendForce expects memory supply constraints to persist, although quarterly DRAM price growth is forecast to slow to 13% to 18% in the third quarter after a sharp increase.