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[Agency: Next-generation HBM prices will continue to rise, and storage suppliers’ fourth-quarter revenue is expected to hit a new record] On November 6, the latest report from market analysis agency Counterpint showed that with the launch of new-generation HBM products and continued price increases, major storage suppliers are expected to set new revenue records in the fourth quarter. In the third quarter of 2026, Samsung ranked first in the DRAM market with a market share of 38%; SK Hynix's quarter-on-quarter growth performance was stronger, with revenue increasing by more than 40% quarter-on-quarter, regaining some market share; Micron grew strongly driven by the storage demand for AI data centers, but the growth rate was lower than Samsung and SK Hynix; Changxin Memory's market share increased from 5% to 9% in the same period last year.
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