Counterpoint: global DRAM revenue grows by 369% in Q3

Global DRAM revenue has increased by an insane 369% year-over-year thanks to strong demand for the stuff, which goes towards building new AI accelerators and data centers. The Average Selling Price (ASP) has reached $1.9 per gigabit (i.e. 1/8th of a gigabyte).

The big winner here is South Korea – Samsung is the biggest player with 38% market share, while SK hynix had a 29% share. SK’s revenue grew over 40% quarter-on-quarter, but things are going better for Samsung right now.

US-based Micron holds the third spot with 21% share while China’s CXMT was fourth with 9% share. CXMT grew…