Market share data reported by TrendForce shows the intense competition among major players like Micron, Samsung, and Nvidia for DRAM market leadership.

The entities involved

• Micron Technology →

  American multinational corporation based in Boise, Idaho

  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
  • Hyperscalers are competing for AI market share, driving high demand for semiconductors and boosting corporate profits.Mon 16:49
• Samsung Electronics →

  South Korean multinational electronics corporation

  • Korea is leading a major initiative to develop the foundation for 6G by leveraging AI RAN technology, with Samsung Electronics and SK Telecom playing principal vendor roles.Mon 17:37
  • Samsung Electronics and SK Telecom are leading the deployment of private 5G solutions and collaborating on smart office projects in South Korea.Mon 17:37
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Mon 17:31

Related events

• Due to DRAM shortages, price hikes are being implemented, affecting partners like ASUS and impacting the competitive high-end consumer electronics market alongside Nvidia.Sep 22
• Samsung Electronics and SK Hynix are now jointly controlling 64% of the DRAM revenue.Sep 7
• Robust demand for HBM products drove DRAM revenues in July 2025.Jun 8
• Competing in the high-value AI memory chip market, major players like Micron, SK Hynix, Samsung, and TSMC are vying for market leadership in advanced electronics powered by AI chipsets.Jun 7
• Goldman Sachs released new estimates regarding the current demand trends for DRAM products.Sep 21