[SK Hynix's DRAM Market Share Only Leads Micron by About 1 Percentage Point, HBM Price Changes Become a Key Factor] BlockBeats News, August 4, Citrini analyst Jukan, citing data from Counterpoint Research, stated that Q2 2026 DRAM market share data shows SK Hynix's market share by revenue only leads Micron by about 1 percentage point. Jukan noted that this result differs from previous market expectations, primarily because HBM3E prices did not continue to rise but instead declined after renegotiations. Additionally, the delay in the launch of HBM4 also impacted SK Hynix's growth expectations. Furthermore, SK Hynix's earlier signing of long-term supply agreements (LTA), with fixed supply prices reportedly lower than competitors, also affected its revenue market share performance. The market had previously widely believed that, leveraging its HBM3E supply advantage, SK Hynix would expand its lead during the AI storage demand growth cycle. However, the latest data indicates that Micron is narrowing the gap with SK Hynix. [Original Link]