AI boom reshapes DRAM market as Samsung regains lead and CXMT gains ground

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AI boom reshapes DRAM market as Samsung regains lead and CXMT gains ground

The global DRAM market continued its explosive expansion in the second quarter of 2026, as AI infrastructure spending drove demand for both conventional memory and high-bandwidth memory (HBM), while Chinese supplier ChangXin Memory Technologies (CXMT) rapidly increased its presence.

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